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

KPP 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	$10M	Buy	126,522 +11,489	+10%	+$1.03M	1.27%	19
2026 Q1	$10.7M	Buy	115,033 +20,645	+22%	+$1.99M	1.55%	16
2025 Q4	$8.06M	Buy	94,388 +51,840	+122%	+$4.26M	1.17%	18
2025 Q3	$3.25M	Buy	42,548 +5,146	+14%	+$353K	0.48%	51
2025 Q2	$2.45M	Buy	37,402 +2,084	+6%	+$136K	0.4%	58
2025 Q1	$2.19M	Buy	35,318 +572	+2%	+$32.5K	0.41%	59
2024 Q4	$1.81M	Buy	34,746 +23,042	+197%	+$1.21M	0.43%	58
2024 Q3	$610K	Buy	+11,704	New	+$575K	0.15%	120

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

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

KPP Advisory Services increased its SPDR Gold MiniShares Trust (GLDM) stake by 10% in Q2 2026, buying an estimated $1.03M and bringing the position to 126,522 shares worth $10M. The position accounts for 1.27% of the portfolio, ranked #19.

KPP Advisory Services first reported a position in GLDM in Q3 2024 and has held it in 8 quarters since. The position peaked at $10.7M in Q1 2026. 913 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

KPP Advisory Services held 126,522 shares of SPDR Gold MiniShares Trust worth $10M as of Q2 2026.
KPP Advisory Services bought 11,489 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $1.03M.
SPDR Gold MiniShares Trust made up 1.27% of KPP Advisory Services's portfolio in Q2 2026, its #19 holding.
KPP Advisory Services first reported a position in SPDR Gold MiniShares Trust in Q3 2024 and has held it in 8 quarters since.
KPP Advisory Services's SPDR Gold MiniShares Trust position peaked at $10.7M in Q1 2026.
913 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.