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

Legacy Capital 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	$3.1M	Buy	39,047 +149	+0.4%	+$13.3K	0.59%	30
2026 Q1	$3.61M	Sell	38,898 -52	-0.1%	-$5.01K	0.74%	22
2025 Q4	$3.33M	Buy	38,950 +2,525	+7%	+$208K	0.71%	23
2025 Q3	$2.78M	Buy	36,425 +3,503	+11%	+$240K	0.61%	28
2025 Q2	$2.16M	Buy	32,922 +153	+0.5%	+$9.96K	0.49%	34
2025 Q1	$2.03M	Buy	32,769 +201	+0.6%	+$11.4K	0.5%	29
2024 Q4	$1.69M	Buy	32,568 +802	+3%	+$42.3K	0.42%	40
2024 Q3	$1.66M	Buy	+31,766	New	+$1.56M	0.33%	58
2024 Q1	–	Sell	-29,895	Closed	-$1.22M	–	200
2023 Q4	$1.22M	Buy	29,895 +2,066	+7%	+$81K	0.35%	63
2023 Q3	$1.02M	Buy	+27,829	New	+$1.06M	0.28%	74
2023 Q2	–	Sell	-25,863	Closed	-$1.01M	–	115
2023 Q1	$1.01M	Buy	+25,863	New	+$971K	0.28%	78

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

Legacy Capital Wealth Partners's GLDM Position: Q2 2026 in Review

Legacy Capital Wealth Partners increased its SPDR Gold MiniShares Trust (GLDM) stake by 0.38% in Q2 2026, buying an estimated $13.3K and bringing the position to 39,047 shares worth $3.1M. The position accounts for 0.59% of the portfolio, ranked #30.

Legacy Capital Wealth Partners first reported a position in GLDM in Q1 2023 and has held it in 11 quarters since. The position peaked at $3.61M in Q1 2026. 920 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Legacy Capital Wealth Partners held 39,047 shares of SPDR Gold MiniShares Trust worth $3.1M as of Q2 2026.
Legacy Capital Wealth Partners bought 149 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $13.3K.
SPDR Gold MiniShares Trust made up 0.59% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #30 holding.
Legacy Capital Wealth Partners first reported a position in SPDR Gold MiniShares Trust in Q1 2023 and has held it in 11 quarters since.
Legacy Capital Wealth Partners's SPDR Gold MiniShares Trust position peaked at $3.61M in Q1 2026.
920 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.