Legacy Wealth Management (Idaho)’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Legacy Wealth Management (Idaho)’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	$1.11M	Buy	+14,009	New	+$1.25M	0.46%	55
2026 Q1	–	Sell	-16	Closed	-$1.37K	–	1050
2025 Q4	$1.37K	Hold	16	–	–	﹤0.01%	715
2025 Q3	$1.22K	Buy	+16	New	+$1.1K	﹤0.01%	598
2025 Q2	–	Sell	-16	Closed	-$991	–	802
2025 Q1	$991	Buy	+16	New	+$909	﹤0.01%	642

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 $3.38T 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s GLDM Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) opened a new position in SPDR Gold MiniShares Trust (GLDM) in Q2 2026: 14,009 shares worth $1.11M. The stake represents 0.46% of the portfolio and ranks #55 among its holdings. This is a return to the name: Legacy Wealth Management (Idaho) previously reported a position in GLDM as recently as Q4 2025.

Legacy Wealth Management (Idaho) first reported a position in GLDM in Q1 2025 and has held it in 4 quarters since. 920 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Legacy Wealth Management (Idaho) held 14,009 shares of SPDR Gold MiniShares Trust worth $1.11M as of Q2 2026.
SPDR Gold MiniShares Trust was a new Legacy Wealth Management (Idaho) position in Q2 2026.
SPDR Gold MiniShares Trust made up 0.46% of Legacy Wealth Management (Idaho)'s portfolio in Q2 2026, its #55 holding.
Legacy Wealth Management (Idaho) first reported a position in SPDR Gold MiniShares Trust in Q1 2025 and has held it in 4 quarters since.
920 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.