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Kingswood Wealth Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Kingswood Wealth Advisors’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 		$233K Sell
2,929
-82
-3% -$7.32K 0.01% 896
2026
Q1 		$279K Sell
3,011
-2,912
-49% -$281K 0.01% 737
2025
Q4 		$506K Buy
+5,923
New +$487K 0.02% 518

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

Kingswood Wealth Advisors's GLDM Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its SPDR Gold MiniShares Trust (GLDM) stake by 2.7% in Q2 2026, selling an estimated $7.32K and leaving 2,929 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #896.

Kingswood Wealth Advisors first reported a position in GLDM in Q4 2025 and has held it in 3 quarters since. The position peaked at $506K in Q4 2025. 910 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

  • Kingswood Wealth Advisors held 2,929 shares of SPDR Gold MiniShares Trust worth $233K as of Q2 2026.
  • Kingswood Wealth Advisors sold 82 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $7.32K.
  • SPDR Gold MiniShares Trust made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #896 holding.
  • Kingswood Wealth Advisors first reported a position in SPDR Gold MiniShares Trust in Q4 2025 and has held it in 3 quarters since.
  • Kingswood Wealth Advisors's SPDR Gold MiniShares Trust position peaked at $506K in Q4 2025.
  • 910 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.