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Laurel Oak Wealth Management’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Laurel Oak Wealth Management’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 		– Sell
-2,288
Closed -$212K – 387
2026
Q1 		$212K Sell
2,288
-1,663
-42% -$160K 0.04% 330
2025
Q4 		$337K Buy
+3,951
New +$325K 0.06% 245

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 $3.38T AUM 44.17% 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

Laurel Oak Wealth Management's GLDM Position: Q2 2026 in Review

Laurel Oak Wealth Management sold out of SPDR Gold MiniShares Trust (GLDM) in Q2 2026, closing a stake of 2,288 shares — an estimated $212K sold.

Laurel Oak Wealth Management first reported a position in GLDM in Q4 2025 and held it in 2 quarters. The position peaked at $337K in Q4 2025. 920 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

  • Laurel Oak Wealth Management reported no remaining SPDR Gold MiniShares Trust position as of Q2 2026 after selling out during the quarter.
  • Laurel Oak Wealth Management sold 2,288 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $212K.
  • Laurel Oak Wealth Management first reported a position in SPDR Gold MiniShares Trust in Q4 2025 and held it in 2 quarters.
  • Laurel Oak Wealth Management's SPDR Gold MiniShares Trust position peaked at $337K in Q4 2025.
  • 920 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.