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Kohmann Bosshard Financial Services’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Kohmann Bosshard Financial 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 		$1.21M Sell
15,226
-286
-2% -$25.5K 0.1% 73
2026
Q1 		$1.44M Buy
15,512
+9,673
+166% +$933K 0.14% 65
2025
Q4 		$498K Buy
5,839
+625
+12% +$51.4K 0.04% 154
2025
Q3 		$399K Buy
+5,214
New +$357K 0.04% 144

Other funds holding GLDM

SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Kohmann Bosshard Financial Services's GLDM Position: Q2 2026 in Review

Kohmann Bosshard Financial Services reduced its SPDR Gold MiniShares Trust (GLDM) stake by 1.8% in Q2 2026, selling an estimated $25.5K and leaving 15,226 shares worth $1.21M. The position accounts for 0.1% of the portfolio, ranked #73.

Kohmann Bosshard Financial Services first reported a position in GLDM in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.44M in Q1 2026. 329 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

  • Kohmann Bosshard Financial Services held 15,226 shares of SPDR Gold MiniShares Trust worth $1.21M as of Q2 2026.
  • Kohmann Bosshard Financial Services sold 286 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $25.5K.
  • SPDR Gold MiniShares Trust made up 0.1% of Kohmann Bosshard Financial Services's portfolio in Q2 2026, its #73 holding.
  • Kohmann Bosshard Financial Services first reported a position in SPDR Gold MiniShares Trust in Q3 2025 and has held it in 4 quarters since.
  • Kohmann Bosshard Financial Services's SPDR Gold MiniShares Trust position peaked at $1.44M in Q1 2026.
  • 329 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.