Mark Sheptoff Financial Planning’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Mark Sheptoff Financial Planning’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	$23.4K	Hold	294	–	–	0.01%	266
2026 Q1	$26.5K	Hold	294	–	–	0.01%	241
2025 Q4	$25.1K	Hold	294	–	–	0.01%	254
2025 Q3	$22.5K	Buy	+294	New	+$20.1K	0.01%	265

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

Mark Sheptoff Financial Planning's GLDM Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its SPDR Gold MiniShares Trust (GLDM) position steady in Q2 2026 at 294 shares worth $23.4K. The position accounts for 0.01% of the portfolio, ranked #266.

Mark Sheptoff Financial Planning first reported a position in GLDM in Q3 2025 and has held it in 4 quarters since. The position peaked at $26.5K in Q1 2026. 916 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Mark Sheptoff Financial Planning held 294 shares of SPDR Gold MiniShares Trust worth $23.4K as of Q2 2026.
Mark Sheptoff Financial Planning left its SPDR Gold MiniShares Trust share count unchanged in Q2 2026.
SPDR Gold MiniShares Trust made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #266 holding.
Mark Sheptoff Financial Planning first reported a position in SPDR Gold MiniShares Trust in Q3 2025 and has held it in 4 quarters since.
Mark Sheptoff Financial Planning's SPDR Gold MiniShares Trust position peaked at $26.5K in Q1 2026.
916 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.