Matrix Trust Company’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Matrix Trust Company’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	$688K	Buy	8,658 +621	+8%	+$55.4K	0.1%	77
2026 Q1	$745K	Sell	8,037 -6,521	-45%	-$629K	0.12%	59
2025 Q4	$1.24M	Sell	14,558 -24,274	-63%	-$2M	0.21%	56
2025 Q3	$2.97M	Buy	38,832 +2,642	+7%	+$181K	0.46%	30
2025 Q2	$2.37M	Buy	36,190 +18,002	+99%	+$1.17M	0.38%	36
2025 Q1	$1.13M	Buy	18,188 +13,432	+282%	+$763K	0.19%	68
2024 Q4	$247K	Sell	4,756 -4,905	-51%	-$259K	0.04%	83
2024 Q3	$504K	Buy	9,661 +1,251	+15%	+$61.4K	0.09%	58
2024 Q2	$388K	Buy	8,410 +2,882	+52%	+$134K	0.09%	55
2024 Q1	$244K	Buy	5,528 +2,789	+102%	+$115K	0.06%	57
2023 Q4	$112K	Sell	2,739 -258	-9%	-$10.1K	0.03%	63
2023 Q3	$110K	Buy	2,997 +368	+14%	+$14.1K	0.03%	60
2023 Q2	$100K	Sell	2,629 -386	-13%	-$15.2K	0.03%	57
2023 Q1	$118K	Buy	+3,015	New	+$113K	0.03%	53

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

Matrix Trust Company's GLDM Position: Q2 2026 in Review

Matrix Trust Company increased its SPDR Gold MiniShares Trust (GLDM) stake by 7.7% in Q2 2026, buying an estimated $55.4K and bringing the position to 8,658 shares worth $688K. The position accounts for 0.1% of the portfolio, ranked #77.

Matrix Trust Company first reported a position in GLDM in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.97M in Q3 2025. 916 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Matrix Trust Company held 8,658 shares of SPDR Gold MiniShares Trust worth $688K as of Q2 2026.
Matrix Trust Company bought 621 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $55.4K.
SPDR Gold MiniShares Trust made up 0.1% of Matrix Trust Company's portfolio in Q2 2026, its #77 holding.
Matrix Trust Company first reported a position in SPDR Gold MiniShares Trust in Q1 2023 and has held it in 14 quarters since.
Matrix Trust Company's SPDR Gold MiniShares Trust position peaked at $2.97M in Q3 2025.
916 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Matrix Trust Company's 13F filing for Q2 2026, filed 9 Jul 2026.