Keudell/Morrison Wealth Management’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Keudell/Morrison Wealth Management’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	$856K	Buy	10,779 +65	+0.6%	+$5.8K	0.16%	89
2026 Q1	$993K	Buy	10,714 +272	+3%	+$26.2K	0.2%	77
2025 Q4	$891K	Buy	+10,442	New	+$858K	0.19%	79
2025 Q2	$3.61M	Sell	55,173 -203,079	-79%	-$13.2M	0.8%	24
2025 Q1	$16M	Buy	258,252 +18,305	+8%	+$1.04M	3.77%	7
2024 Q4	$12.5M	Sell	239,947 -1,651	-0.7%	-$87.1K	3.25%	10
2024 Q3	$12.6M	Sell	241,598 -44	-0%	-$2.16K	3.42%	9
2024 Q2	$11.1M	Sell	241,642 -11,938	-5%	-$553K	3.26%	10
2024 Q1	$11.2M	Buy	253,580 +3,497	+1%	+$144K	3.38%	9
2023 Q4	$10.2M	Sell	250,083 -109,467	-30%	-$4.29M	3.38%	8
2023 Q3	$13.2M	Sell	359,550 -11,934	-3%	-$456K	4.02%	4
2023 Q2	$14.1M	Buy	371,484 +14,750	+4%	+$579K	4.08%	5
2023 Q1	$14M	Sell	356,734 -23,560	-6%	-$885K	4.11%	5
2022 Q4	$13.8M	Sell	380,294 -18,166	-5%	-$624K	4.42%	5
2022 Q3	$13.1M	Buy	398,460 +16,961	+4%	+$581K	4.92%	4
2022 Q2	$13.7M	Buy	+381,499	New	+$14.2M	4.97%	5

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

Keudell/Morrison Wealth Management's GLDM Position: Q2 2026 in Review

Keudell/Morrison Wealth Management increased its SPDR Gold MiniShares Trust (GLDM) stake by 0.61% in Q2 2026, buying an estimated $5.8K and bringing the position to 10,779 shares worth $856K. The position accounts for 0.16% of the portfolio, ranked #89.

Keudell/Morrison Wealth Management first reported a position in GLDM in Q2 2022 and has held it in 16 quarters since. The position peaked at $16M in Q1 2025. 913 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Keudell/Morrison Wealth Management held 10,779 shares of SPDR Gold MiniShares Trust worth $856K as of Q2 2026.
Keudell/Morrison Wealth Management bought 65 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $5.8K.
SPDR Gold MiniShares Trust made up 0.16% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #89 holding.
Keudell/Morrison Wealth Management first reported a position in SPDR Gold MiniShares Trust in Q2 2022 and has held it in 16 quarters since.
Keudell/Morrison Wealth Management's SPDR Gold MiniShares Trust position peaked at $16M in Q1 2025.
913 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.