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LifeGoal Wealth Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

LifeGoal Wealth Advisors’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 		$2.17M Buy
27,323
+2,312
+9% +$206K 0.99% 20
2026
Q1 		$2.36M Buy
+25,011
New +$2.41M 1.35% 15

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
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
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 $3.37T 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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

LifeGoal Wealth Advisors's GLDM Position: Q2 2026 in Review

LifeGoal Wealth Advisors increased its SPDR Gold MiniShares Trust (GLDM) stake by 9.2% in Q2 2026, buying an estimated $206K and bringing the position to 27,323 shares worth $2.17M. The position accounts for 0.99% of the portfolio, ranked #20.

LifeGoal Wealth Advisors first reported a position in GLDM in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.36M in Q1 2026. 917 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

  • LifeGoal Wealth Advisors held 27,323 shares of SPDR Gold MiniShares Trust worth $2.17M as of Q2 2026.
  • LifeGoal Wealth Advisors bought 2,312 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $206K.
  • SPDR Gold MiniShares Trust made up 0.99% of LifeGoal Wealth Advisors's portfolio in Q2 2026, its #20 holding.
  • LifeGoal Wealth Advisors first reported a position in SPDR Gold MiniShares Trust in Q1 2026 and has held it in 2 quarters since.
  • LifeGoal Wealth Advisors's SPDR Gold MiniShares Trust position peaked at $2.36M in Q1 2026.
  • 917 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.