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Leading Edge Financial Planning’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Leading Edge Financial Planning’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 		$1.86M Buy
23,442
+5,052
+27% +$451K 0.33% 20
2026
Q1 		$1.7M Sell
18,390
-1,062
-5% -$102K 0.36% 20
2025
Q4 		$1.66M Sell
19,452
-2,113
-10% -$174K 0.38% 20
2025
Q3 		$1.65M Sell
21,565
-3,746
-15% -$257K 0.41% 20
2025
Q2 		$1.66M Buy
25,311
+1,109
+5% +$72.2K 0.46% 20
2025
Q1 		$1.5M Sell
24,202
-900
-4% -$51.1K 0.47% 19
2024
Q4 		$1.31M Sell
25,102
-210
-0.8% -$11.1K 0.43% 21
2024
Q3 		$1.32M Sell
25,312
-1,921
-7% -$94.3K 0.44% 23
2024
Q2 		$1.26M Buy
27,233
+1,802
+7% +$83.5K 0.5% 20
2024
Q1 		$1.12M Buy
25,431
+987
+4% +$40.6K 0.5% 19
2023
Q4 		$1M Sell
24,444
-453
-2% -$17.8K 0.52% 22
2023
Q3 		$913K Buy
24,897
+2,132
+9% +$81.5K 0.58% 26
2023
Q2 		$867K Buy
22,765
+1,785
+9% +$70.1K 0.57% 26
2023
Q1 		$821K Buy
20,980
+3,453
+20% +$130K 0.59% 29
2022
Q4 		$634K Buy
+17,527
New +$602K 0.55% 30

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

Leading Edge Financial Planning's GLDM Position: Q2 2026 in Review

Leading Edge Financial Planning increased its SPDR Gold MiniShares Trust (GLDM) stake by 27% in Q2 2026, buying an estimated $451K and bringing the position to 23,442 shares worth $1.86M. The position accounts for 0.33% of the portfolio, ranked #20.

Leading Edge Financial Planning first reported a position in GLDM in Q4 2022 and has held it in 15 quarters since. 916 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

  • Leading Edge Financial Planning held 23,442 shares of SPDR Gold MiniShares Trust worth $1.86M as of Q2 2026.
  • Leading Edge Financial Planning bought 5,052 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $451K.
  • SPDR Gold MiniShares Trust made up 0.33% of Leading Edge Financial Planning's portfolio in Q2 2026, its #20 holding.
  • Leading Edge Financial Planning first reported a position in SPDR Gold MiniShares Trust in Q4 2022 and has held it in 15 quarters since.
  • 916 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Leading Edge Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.