LPL Financial
GLDM icon

LPL Financial’s SPDR Gold MiniShares Trust GLDM Stock Holding History

LPL Financial’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 		$268M Buy
3,371,974
+349,567
+12% +$31.2M 0.06% 319
2026
Q1 		$280M Buy
3,022,407
+29,517
+1% +$2.85M 0.07% 262
2025
Q4 		$256M Sell
2,992,890
-28,641
-0.9% -$2.35M 0.07% 270
2025
Q3 		$231M Buy
3,021,531
+369,318
+14% +$25.3M 0.07% 279
2025
Q2 		$174M Sell
2,652,213
-63,539
-2% -$4.13M 0.06% 305
2025
Q1 		$168M Buy
2,715,752
+518,772
+24% +$29.5M 0.07% 277
2024
Q4 		$114M Buy
2,196,980
+422,213
+24% +$22.3M 0.05% 358
2024
Q3 		$92.5M Buy
1,774,767
+238,766
+16% +$11.7M 0.04% 395
2024
Q2 		$70.8M Buy
1,536,001
+20,288
+1% +$940K 0.04% 452
2024
Q1 		$66.8M Buy
1,515,713
+52,081
+4% +$2.14M 0.04% 447
2023
Q4 		$59.9M Buy
1,463,632
+276,101
+23% +$10.8M 0.04% 446
2023
Q3 		$43.5M Buy
1,187,531
+12,270
+1% +$469K 0.03% 494
2023
Q2 		$44.8M Buy
1,175,261
+339,182
+41% +$13.3M 0.03% 483
2023
Q1 		$32.7M Buy
836,079
+62,822
+8% +$2.36M 0.03% 545
2022
Q4 		$28M Sell
773,257
-30,950
-4% -$1.06M 0.02% 579
2022
Q3 		$26.5M Sell
804,207
-181,155
-18% -$6.21M 0.03% 524
2022
Q2 		$35.4M Buy
+985,362
New +$36.7M 0.03% 435
2022
Q1 		– Sell
-636,830
Closed -$23.2M – 4276
2021
Q4 		$23.2M Buy
636,830
+35,285
+6% +$1.26M 0.02% 622
2021
Q3 		$21M Sell
601,545
-281,531
-32% -$10M 0.02% 609
2021
Q2 		$31.1M Buy
883,076
+196
+0% +$7.08K 0.03% 438
2021
Q1 		$30M Sell
882,880
-440,983
-33% -$15.7M 0.03% 409
2020
Q4 		$50.1M Sell
1,323,863
-1,013,681
-43% -$37.9M 0.06% 265
2020
Q3 		$87.9M Buy
2,337,544
+440,080
+23% +$16.8M 0.14% 146
2020
Q2 		$67.4M Buy
1,897,464
+1,627,036
+602% +$55.6M 0.12% 165
2020
Q1 		$8.5M Sell
270,428
-24,806
-8% -$783K 0.02% 554
2019
Q4 		$8.94M Buy
295,234
+56,376
+24% +$1.67M 0.02% 617
2019
Q3 		$7.02M Buy
238,858
+32,519
+16% +$957K 0.01% 660
2019
Q2 		$5.82M Buy
206,339
+201,026
+3,784% +$5.26M 0.01% 726
2019
Q1 		$137K Buy
+5,313
New +$138K ﹤0.01% 3033

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
APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return

LPL Financial's GLDM Position: Q2 2026 in Review

LPL Financial increased its SPDR Gold MiniShares Trust (GLDM) stake by 12% in Q2 2026, buying an estimated $31.2M and bringing the position to 3,371,974 shares worth $268M. The position accounts for 0.06% of the portfolio, ranked #319.

LPL Financial first reported a position in GLDM in Q1 2019 and has held it in 29 quarters since. The position peaked at $280M in Q1 2026. 913 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

  • LPL Financial held 3,371,974 shares of SPDR Gold MiniShares Trust worth $268M as of Q2 2026.
  • LPL Financial bought 349,567 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $31.2M.
  • SPDR Gold MiniShares Trust made up 0.06% of LPL Financial's portfolio in Q2 2026, its #319 holding.
  • LPL Financial first reported a position in SPDR Gold MiniShares Trust in Q1 2019 and has held it in 29 quarters since.
  • LPL Financial's SPDR Gold MiniShares Trust position peaked at $280M in Q1 2026.
  • 913 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.