Lodestar Private Asset Management’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Lodestar Private Asset Management’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	$6.92M	Sell	87,109 -713	-0.8%	-$63.7K	0.6%	44
2026 Q1	$8.14M	Sell	87,822 -3,391	-4%	-$327K	0.8%	36
2025 Q4	$7.79M	Buy	91,213 +622	+0.7%	+$51.1K	0.78%	37
2025 Q3	$6.93M	Buy	90,591 +7,422	+9%	+$509K	0.72%	38
2025 Q2	$5.45M	Buy	83,169 +2,385	+3%	+$155K	0.63%	44
2025 Q1	$5M	Buy	80,784 +3,051	+4%	+$173K	0.63%	42
2024 Q4	$4.04M	Buy	77,733 +4,097	+6%	+$216K	0.51%	48
2024 Q3	$3.84M	Buy	73,636 +4,573	+7%	+$225K	0.49%	50
2024 Q2	$3.18M	Buy	69,063 +1,613	+2%	+$74.7K	0.44%	55
2024 Q1	$2.97M	Buy	67,450 +932	+1%	+$38.3K	0.42%	56
2023 Q4	$2.72M	Sell	66,518 -438	-0.7%	-$17.2K	0.42%	56
2023 Q3	$2.45M	Buy	66,956 +3,353	+5%	+$128K	0.42%	57
2023 Q2	$2.42M	Buy	63,603 +1,803	+3%	+$70.8K	0.41%	58
2023 Q1	$2.42M	Buy	61,800 +5,321	+9%	+$200K	0.43%	56
2022 Q4	$2.04M	Buy	+56,479	New	+$1.94M	0.39%	57

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

Lodestar Private Asset Management's GLDM Position: Q2 2026 in Review

Lodestar Private Asset Management reduced its SPDR Gold MiniShares Trust (GLDM) stake by 0.81% in Q2 2026, selling an estimated $63.7K and leaving 87,109 shares worth $6.92M. The position accounts for 0.6% of the portfolio, ranked #44.

Lodestar Private Asset Management first reported a position in GLDM in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.14M in Q1 2026. 916 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Lodestar Private Asset Management held 87,109 shares of SPDR Gold MiniShares Trust worth $6.92M as of Q2 2026.
Lodestar Private Asset Management sold 713 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $63.7K.
SPDR Gold MiniShares Trust made up 0.6% of Lodestar Private Asset Management's portfolio in Q2 2026, its #44 holding.
Lodestar Private Asset Management first reported a position in SPDR Gold MiniShares Trust in Q4 2022 and has held it in 15 quarters since.
Lodestar Private Asset Management's SPDR Gold MiniShares Trust position peaked at $8.14M in Q1 2026.
916 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Lodestar Private Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.