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Kaizen Financial Strategies’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Kaizen Financial Strategies’s Portfolio GLDM Stock Details GLDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$203K Buy
+2,538
New +$227K 0.07% 171
2026
Q1 		– Sell
-3,780
Closed -$323K – 178
2025
Q4 		$323K Buy
3,780
+81
+2% +$6.66K 0.14% 121
2025
Q3 		$291K Sell
3,699
-1,229
-25% -$84.2K 0.13% 120
2025
Q2 		$323K Sell
4,928
-145
-3% -$9.44K 0.16% 108
2025
Q1 		$314K Buy
+5,073
New +$288K 0.18% 98

Other funds holding GLDM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Kaizen Financial Strategies's GLDM Position: Q2 2026 in Review

Kaizen Financial Strategies opened a new position in SPDR Gold MiniShares Trust (GLDM) in Q2 2026: 2,538 shares worth $203K. The stake represents 0.07% of the portfolio and ranks #171 among its holdings. This is a return to the name: Kaizen Financial Strategies previously reported a position in GLDM as recently as Q4 2025.

Kaizen Financial Strategies first reported a position in GLDM in Q1 2025 and has held it in 5 quarters since. The position peaked at $323K in Q2 2025. 419 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

  • Kaizen Financial Strategies held 2,538 shares of SPDR Gold MiniShares Trust worth $203K as of Q2 2026.
  • SPDR Gold MiniShares Trust was a new Kaizen Financial Strategies position in Q2 2026.
  • SPDR Gold MiniShares Trust made up 0.07% of Kaizen Financial Strategies's portfolio in Q2 2026, its #171 holding.
  • Kaizen Financial Strategies first reported a position in SPDR Gold MiniShares Trust in Q1 2025 and has held it in 5 quarters since.
  • Kaizen Financial Strategies's SPDR Gold MiniShares Trust position peaked at $323K in Q2 2025.
  • 419 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.