Level Four Advisory Services’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Level Four Advisory Services’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	$4.93M	Buy	+62,028	New	+$5.54M	0.14%	182
2021 Q4	–	Sell	-5,032	Closed	-$176K	–	661
2021 Q3	$176K	Sell	5,032 -1,601	-24%	-$57K	0.02%	453
2021 Q2	$234K	Hold	6,633	–	–	0.02%	593
2021 Q1	$226K	Sell	6,633 -208	-3%	-$7.43K	0.02%	575
2020 Q4	$259K	Sell	6,841 -1,522	-18%	-$56.9K	0.02%	502
2020 Q3	$314K	Sell	8,363 -1,007	-11%	-$38.4K	0.02%	428
2020 Q2	$334K	Buy	+9,370	New	+$320K	0.03%	436

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

Level Four Advisory Services's GLDM Position: Q2 2026 in Review

Level Four Advisory Services opened a new position in SPDR Gold MiniShares Trust (GLDM) in Q2 2026: 62,028 shares worth $4.93M. The stake represents 0.14% of the portfolio and ranks #182 among its holdings. This is a return to the name: Level Four Advisory Services previously reported a position in GLDM as recently as Q3 2021.

Level Four Advisory Services first reported a position in GLDM in Q2 2020 and has held it in 7 quarters since. 916 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Level Four Advisory Services held 62,028 shares of SPDR Gold MiniShares Trust worth $4.93M as of Q2 2026.
SPDR Gold MiniShares Trust was a new Level Four Advisory Services position in Q2 2026.
SPDR Gold MiniShares Trust made up 0.14% of Level Four Advisory Services's portfolio in Q2 2026, its #182 holding.
Level Four Advisory Services first reported a position in SPDR Gold MiniShares Trust in Q2 2020 and has held it in 7 quarters since.
916 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.