L.J. Altfest & Co’s SPDR Gold MiniShares Trust GLDM Stock Holding History

L.J. Altfest & Co’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	$1.67M	Sell	20,974 -10,647	-34%	-$951K	0.16%	98
2026 Q1	$2.93M	Sell	31,621 -177,517	-85%	-$17.1M	0.31%	64
2025 Q4	$17.9M	Buy	209,138 +1,750	+0.8%	+$144K	1.95%	12
2025 Q3	$15.9M	Buy	207,388 +12,305	+6%	+$843K	1.77%	14
2025 Q2	$12.8M	Buy	+195,083	New	+$12.7M	1.51%	16

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

L.J. Altfest & Co's GLDM Position: Q2 2026 in Review

L.J. Altfest & Co reduced its SPDR Gold MiniShares Trust (GLDM) stake by 34% in Q2 2026, selling an estimated $951K and leaving 20,974 shares worth $1.67M. The position accounts for 0.16% of the portfolio, ranked #98.

L.J. Altfest & Co first reported a position in GLDM in Q2 2025 and has held it in 5 quarters since. The position peaked at $17.9M in Q4 2025. 916 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

L.J. Altfest & Co held 20,974 shares of SPDR Gold MiniShares Trust worth $1.67M as of Q2 2026.
L.J. Altfest & Co sold 10,647 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $951K.
SPDR Gold MiniShares Trust made up 0.16% of L.J. Altfest & Co's portfolio in Q2 2026, its #98 holding.
L.J. Altfest & Co first reported a position in SPDR Gold MiniShares Trust in Q2 2025 and has held it in 5 quarters since.
L.J. Altfest & Co's SPDR Gold MiniShares Trust position peaked at $17.9M in Q4 2025.
916 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on L.J. Altfest & Co's 13F filing for Q2 2026, filed 30 Jul 2026.