LWM
GLDM icon

LongView Wealth Management’s SPDR Gold MiniShares Trust GLDM Stock Holding History

LongView Wealth 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 		$302K Buy
3,800
+66
+2% +$5.89K 0.08% 172
2026
Q1 		$358K Buy
3,734
+210
+6% +$20.3K 0.09% 175
2025
Q4 		$320K Buy
3,524
+85
+2% +$6.99K 0.08% 192
2025
Q3 		$263K Buy
3,439
+172
+5% +$11.8K 0.07% 198
2025
Q2 		$214K Buy
+3,267
New +$213K 0.06% 204

Other funds holding GLDM

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
LLI
LTS Liquid Investments Nassau $187M AUM
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

LongView Wealth Management's GLDM Position: Q2 2026 in Review

LongView Wealth Management increased its SPDR Gold MiniShares Trust (GLDM) stake by 1.8% in Q2 2026, buying an estimated $5.89K and bringing the position to 3,800 shares worth $302K. The position accounts for 0.08% of the portfolio, ranked #172.

LongView Wealth Management first reported a position in GLDM in Q2 2025 and has held it in 5 quarters since. The position peaked at $358K in Q1 2026. 170 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

  • LongView Wealth Management held 3,800 shares of SPDR Gold MiniShares Trust worth $302K as of Q2 2026.
  • LongView Wealth Management bought 66 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $5.89K.
  • SPDR Gold MiniShares Trust made up 0.08% of LongView Wealth Management's portfolio in Q2 2026, its #172 holding.
  • LongView Wealth Management first reported a position in SPDR Gold MiniShares Trust in Q2 2025 and has held it in 5 quarters since.
  • LongView Wealth Management's SPDR Gold MiniShares Trust position peaked at $358K in Q1 2026.
  • 170 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.