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 Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

RAM

Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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. 917 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.
917 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.