Marshall & Sterling Wealth Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Marshall & Sterling Wealth Advisors’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	$548K	Sell	6,895 -278	-4%	-$24.8K	0.32%	61
2026 Q1	$665K	Sell	7,173 -4,610	-39%	-$445K	0.44%	44
2025 Q4	$1.01M	Sell	11,783 -1,564	-12%	-$129K	0.66%	32
2025 Q3	$1.02M	Sell	13,347 -609	-4%	-$41.7K	0.65%	31
2025 Q2	$914K	Buy	13,956 +2,657	+24%	+$173K	0.62%	33
2025 Q1	$699K	Buy	11,299 +618	+6%	+$35.1K	0.48%	37
2024 Q4	$555K	Buy	+10,681	New	+$563K	0.38%	50

Other funds holding GLDM

SEIA

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

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

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

CWA

Continuum Wealth Advisors Saratoga Springs, New York $296M AUM 24.77% 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

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's GLDM Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors reduced its SPDR Gold MiniShares Trust (GLDM) stake by 3.9% in Q2 2026, selling an estimated $24.8K and leaving 6,895 shares worth $548K. The position accounts for 0.32% of the portfolio, ranked #61.

Marshall & Sterling Wealth Advisors first reported a position in GLDM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.02M in Q3 2025. 216 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Marshall & Sterling Wealth Advisors held 6,895 shares of SPDR Gold MiniShares Trust worth $548K as of Q2 2026.
Marshall & Sterling Wealth Advisors sold 278 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $24.8K.
SPDR Gold MiniShares Trust made up 0.32% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #61 holding.
Marshall & Sterling Wealth Advisors first reported a position in SPDR Gold MiniShares Trust in Q4 2024 and has held it in 7 quarters since.
Marshall & Sterling Wealth Advisors's SPDR Gold MiniShares Trust position peaked at $1.02M in Q3 2025.
216 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.