Lee Financial’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Lee Financial’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	$335K	Hold	4,220	–	–	0.04%	132
2026 Q1	$391K	Hold	4,220	–	–	0.06%	113
2025 Q4	$360K	Sell	4,220 -768	-15%	-$63.1K	0.05%	112
2025 Q3	$381K	Sell	4,988 -1,200	-19%	-$82.2K	0.05%	129
2025 Q2	$405K	Hold	6,188	–	–	0.06%	105
2025 Q1	$383K	Hold	6,188	–	–	0.06%	111
2024 Q4	$322K	Hold	6,188	–	–	0.05%	141
2024 Q3	$323K	Hold	6,188	–	–	0.05%	142
2024 Q2	$285K	Hold	6,188	–	–	0.05%	122
2024 Q1	$273K	Hold	6,188	–	–	0.05%	126
2023 Q4	$253K	Hold	6,188	–	–	0.04%	125
2023 Q3	$227K	Hold	6,188	–	–	0.04%	124
2023 Q2	$236K	Hold	6,188	–	–	0.04%	122
2023 Q1	$242K	Buy	+6,188	New	+$232K	0.04%	117
2022 Q4	–	Sell	-6,188	Closed	-$204K	–	956
2022 Q3	$204K	Hold	6,188	–	–	0.04%	143
2022 Q2	$222K	Buy	+6,188	New	+$230K	0.04%	137

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

Lee Financial's GLDM Position: Q2 2026 in Review

Lee Financial held its SPDR Gold MiniShares Trust (GLDM) position steady in Q2 2026 at 4,220 shares worth $335K. The position accounts for 0.04% of the portfolio, ranked #132.

Lee Financial first reported a position in GLDM in Q2 2022 and has held it in 16 quarters since. The position peaked at $405K in Q2 2025. 916 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Lee Financial held 4,220 shares of SPDR Gold MiniShares Trust worth $335K as of Q2 2026.
Lee Financial left its SPDR Gold MiniShares Trust share count unchanged in Q2 2026.
SPDR Gold MiniShares Trust made up 0.04% of Lee Financial's portfolio in Q2 2026, its #132 holding.
Lee Financial first reported a position in SPDR Gold MiniShares Trust in Q2 2022 and has held it in 16 quarters since.
Lee Financial's SPDR Gold MiniShares Trust position peaked at $405K in Q2 2025.
916 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Lee Financial's 13F filing for Q2 2026, filed 22 Jul 2026.