LeClair Wealth Partners
GLDM icon

LeClair Wealth Partners’s SPDR Gold MiniShares Trust GLDM Stock Holding History

LeClair Wealth Partners’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
-3,736
Closed -$346K – 145
2026
Q1 		$346K Buy
+3,736
New +$360K 0.12% 73

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
SBI Okasan Asset Management
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
MAI Capital Management
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
Resona Asset Management
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

LeClair Wealth Partners's GLDM Position: Q2 2026 in Review

LeClair Wealth Partners sold out of SPDR Gold MiniShares Trust (GLDM) in Q2 2026, closing a stake of 3,736 shares — an estimated $346K sold.

LeClair Wealth Partners first reported a position in GLDM in Q1 2026 and held it in 1 quarter. The position peaked at $346K in Q1 2026. 922 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

  • LeClair Wealth Partners reported no remaining SPDR Gold MiniShares Trust position as of Q2 2026 after selling out during the quarter.
  • LeClair Wealth Partners sold 3,736 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $346K.
  • LeClair Wealth Partners first reported a position in SPDR Gold MiniShares Trust in Q1 2026 and held it in 1 quarter.
  • LeClair Wealth Partners's SPDR Gold MiniShares Trust position peaked at $346K in Q1 2026.
  • 922 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on LeClair Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.