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

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

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. 916 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.
916 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.