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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

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

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. 916 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.
  • 916 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.