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Kestra Private Wealth Services’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Kestra Private Wealth 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 		$5.99M Buy
75,445
+5,872
+8% +$524K 0.07% 301
2026
Q1 		$6.45M Buy
69,573
+11
+0% +$1.06K 0.08% 264
2025
Q4 		$5.94M Buy
69,562
+5,553
+9% +$456K 0.07% 276
2025
Q3 		$4.89M Buy
64,009
+4,036
+7% +$277K 0.06% 307
2025
Q2 		$3.93M Buy
59,973
+16,146
+37% +$1.05M 0.06% 324
2025
Q1 		$2.71M Buy
43,827
+2,018
+5% +$115K 0.05% 380
2024
Q4 		$2.17M Buy
41,809
+4,566
+12% +$241K 0.04% 419
2024
Q3 		$1.94M Buy
37,243
+4,316
+13% +$212K 0.04% 425
2024
Q2 		$1.52M Buy
32,927
+3,311
+11% +$153K 0.03% 459
2024
Q1 		$1.3M Buy
29,616
+15,317
+107% +$629K 0.03% 488
2023
Q4 		$585K Buy
+14,299
New +$561K 0.01% 679
2022
Q1 		– Sell
-13,868
Closed -$504K – 1025
2021
Q4 		$504K Buy
+13,868
New +$495K 0.02% 581
2021
Q2 		– Sell
-11,755
Closed -$400K – 900
2021
Q1 		$400K Sell
11,755
-10,342
-47% -$369K 0.03% 512
2020
Q4 		$833K Sell
22,097
-4,240
-16% -$159K 0.06% 313
2020
Q3 		$990K Buy
+26,337
New +$1M 0.09% 242

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 $3.38T AUM 44.17% 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 Private Wealth Services's GLDM Position: Q2 2026 in Review

Kestra Private Wealth Services increased its SPDR Gold MiniShares Trust (GLDM) stake by 8.4% in Q2 2026, buying an estimated $524K and bringing the position to 75,445 shares worth $5.99M. The position accounts for 0.07% of the portfolio, ranked #301.

Kestra Private Wealth Services first reported a position in GLDM in Q3 2020 and has held it in 15 quarters since. The position peaked at $6.45M in Q1 2026. 920 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

  • Kestra Private Wealth Services held 75,445 shares of SPDR Gold MiniShares Trust worth $5.99M as of Q2 2026.
  • Kestra Private Wealth Services bought 5,872 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $524K.
  • SPDR Gold MiniShares Trust made up 0.07% of Kestra Private Wealth Services's portfolio in Q2 2026, its #301 holding.
  • Kestra Private Wealth Services first reported a position in SPDR Gold MiniShares Trust in Q3 2020 and has held it in 15 quarters since.
  • Kestra Private Wealth Services's SPDR Gold MiniShares Trust position peaked at $6.45M in Q1 2026.
  • 920 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

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