KW
GLDM icon

KWB Wealth’s SPDR Gold MiniShares Trust GLDM Stock Holding History

KWB Wealth’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 		$4.67M Sell
58,748
-66,411
-53% -$5.93M 0.4% 49
2026
Q1 		$10.7M Sell
125,159
-2,068
-2% -$199K 1.06% 27
2025
Q4 		$10.9M Buy
127,227
+43,349
+52% +$3.56M 1.03% 27
2025
Q3 		$5.5M Buy
83,878
+6,261
+8% +$429K 0.61% 40
2025
Q2 		$4.8M Buy
77,617
+36,795
+90% +$2.39M 0.58% 35
2025
Q1 		$2.12M Buy
+40,822
New +$2.32M 0.26% 55

Other funds holding GLDM

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
LLI
LTS Liquid Investments Nassau $187M AUM
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

KWB Wealth's GLDM Position: Q2 2026 in Review

KWB Wealth reduced its SPDR Gold MiniShares Trust (GLDM) stake by 53% in Q2 2026, selling an estimated $5.93M and leaving 58,748 shares worth $4.67M. The position accounts for 0.4% of the portfolio, ranked #49.

KWB Wealth first reported a position in GLDM in Q1 2025 and has held it in 6 quarters since. The position peaked at $10.9M in Q4 2025. 195 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

  • KWB Wealth held 58,748 shares of SPDR Gold MiniShares Trust worth $4.67M as of Q2 2026.
  • KWB Wealth sold 66,411 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $5.93M.
  • SPDR Gold MiniShares Trust made up 0.4% of KWB Wealth's portfolio in Q2 2026, its #49 holding.
  • KWB Wealth first reported a position in SPDR Gold MiniShares Trust in Q1 2025 and has held it in 6 quarters since.
  • KWB Wealth's SPDR Gold MiniShares Trust position peaked at $10.9M in Q4 2025.
  • 195 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on KWB Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.