LWM Advisory Services’s SPDR Gold MiniShares Trust GLDM Stock Holding History

LWM Advisory Services’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	$410K	Sell	5,166 -40,327	-89%	-$3.6M	0.73%	45
2026 Q1	$4.22M	Sell	45,493 -112,088	-71%	-$10.8M	4.5%	5
2025 Q4	$13.5M	Sell	157,581 -3,914	-2%	-$322K	7.88%	2
2025 Q3	$12.3M	Sell	161,495 -97,735	-38%	-$6.7M	7.2%	3
2025 Q2	$17M	Buy	259,230 +97,516	+60%	+$6.35M	11.71%	1
2025 Q1	$10M	Buy	161,714 +24,608	+18%	+$1.4M	6.95%	2
2024 Q4	$7.13M	Buy	137,106 +115,755	+542%	+$6.1M	4.96%	6
2024 Q3	$968K	Buy	+21,351	New	+$1.05M	0.72%	30

Other funds holding GLDM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

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

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

LWM Advisory Services's GLDM Position: Q2 2026 in Review

LWM Advisory Services reduced its SPDR Gold MiniShares Trust (GLDM) stake by 89% in Q2 2026, selling an estimated $3.6M and leaving 5,166 shares worth $410K. The position accounts for 0.73% of the portfolio, ranked #45.

LWM Advisory Services first reported a position in GLDM in Q3 2024 and has held it in 8 quarters since. The position peaked at $17M in Q2 2025. 521 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

LWM Advisory Services held 5,166 shares of SPDR Gold MiniShares Trust worth $410K as of Q2 2026.
LWM Advisory Services sold 40,327 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $3.6M.
SPDR Gold MiniShares Trust made up 0.73% of LWM Advisory Services's portfolio in Q2 2026, its #45 holding.
LWM Advisory Services first reported a position in SPDR Gold MiniShares Trust in Q3 2024 and has held it in 8 quarters since.
LWM Advisory Services's SPDR Gold MiniShares Trust position peaked at $17M in Q2 2025.
521 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on LWM Advisory Services's 13F filing for Q2 2026, filed 3 Aug 2026.