KAS
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Kestra Advisory Services’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Kestra Advisory Services’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 		$20.6M Buy
258,878
+91,292
+54% +$8.15M 0.07% 307
2026
Q1 		$15.5M Buy
167,586
+6,467
+4% +$624K 0.06% 331
2025
Q4 		$13.8M Buy
161,119
+8,599
+6% +$707K 0.06% 328
2025
Q3 		$11.7M Buy
152,520
+6,764
+5% +$464K 0.05% 347
2025
Q2 		$9.55M Buy
145,756
+57,829
+66% +$3.76M 0.05% 393
2025
Q1 		$5.44M Buy
87,927
+70,687
+410% +$4.01M 0.03% 548
2024
Q4 		$896K Sell
17,240
-1,190
-6% -$62.7K ﹤0.01% 1480
2024
Q3 		$961K Buy
18,430
+2,094
+13% +$103K 0.01% 1346
2024
Q2 		$753K Buy
16,336
+5,489
+51% +$254K ﹤0.01% 1499
2024
Q1 		$478K Sell
10,847
-20,156
-65% -$828K ﹤0.01% 1697
2023
Q4 		$1.27M Buy
+31,003
New +$1.22M 0.01% 1002
2023
Q2 		– Sell
-5,403
Closed -$211K – 2138
2023
Q1 		$211K Sell
5,403
-1,067
-16% -$40.1K ﹤0.01% 1805
2022
Q4 		$234K Sell
6,470
-9,031
-58% -$310K ﹤0.01% 1922
2022
Q3 		$511K Sell
15,501
-7,819
-34% -$268K 0.01% 1303
2022
Q2 		$837K Buy
23,320
+5,136
+28% +$191K 0.01% 1063
2022
Q1 		$700K Buy
18,184
+9,544
+110% +$356K 0.01% 1111
2021
Q4 		$314K Buy
+8,640
New +$309K ﹤0.01% 1579

Other funds holding GLDM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
State Street
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Kestra Advisory Services's GLDM Position: Q2 2026 in Review

Kestra Advisory Services increased its SPDR Gold MiniShares Trust (GLDM) stake by 54% in Q2 2026, buying an estimated $8.15M and bringing the position to 258,878 shares worth $20.6M. The position accounts for 0.07% of the portfolio, ranked #307.

Kestra Advisory Services first reported a position in GLDM in Q4 2021 and has held it in 17 quarters since. 916 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

  • Kestra Advisory Services held 258,878 shares of SPDR Gold MiniShares Trust worth $20.6M as of Q2 2026.
  • Kestra Advisory Services bought 91,292 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $8.15M.
  • SPDR Gold MiniShares Trust made up 0.07% of Kestra Advisory Services's portfolio in Q2 2026, its #307 holding.
  • Kestra Advisory Services first reported a position in SPDR Gold MiniShares Trust in Q4 2021 and has held it in 17 quarters since.
  • 916 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.