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

Lifelong 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	$734K	Sell	9,241 -9,193	-50%	-$821K	0.17%	44
2026 Q1	$1.71M	Sell	18,434 -1,161	-6%	-$112K	0.45%	30
2025 Q4	$1.67M	Buy	19,595 +6,948	+55%	+$571K	0.44%	30
2025 Q3	$967K	Buy	12,647 +697	+6%	+$47.8K	0.29%	33
2025 Q2	$783K	Sell	11,950 -3,008	-20%	-$196K	0.26%	34
2025 Q1	$926K	Buy	14,958 +6,636	+80%	+$377K	0.43%	28
2024 Q4	$433K	Buy	+8,322	New	+$439K	0.19%	38

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

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

Lifelong Wealth Advisors reduced its SPDR Gold MiniShares Trust (GLDM) stake by 50% in Q2 2026, selling an estimated $821K and leaving 9,241 shares worth $734K. The position accounts for 0.17% of the portfolio, ranked #44.

Lifelong Wealth Advisors first reported a position in GLDM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.71M in Q1 2026. 910 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Lifelong Wealth Advisors held 9,241 shares of SPDR Gold MiniShares Trust worth $734K as of Q2 2026.
Lifelong Wealth Advisors sold 9,193 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $821K.
SPDR Gold MiniShares Trust made up 0.17% of Lifelong Wealth Advisors's portfolio in Q2 2026, its #44 holding.
Lifelong Wealth Advisors first reported a position in SPDR Gold MiniShares Trust in Q4 2024 and has held it in 7 quarters since.
Lifelong Wealth Advisors's SPDR Gold MiniShares Trust position peaked at $1.71M in Q1 2026.
910 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Lifelong Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.