MBE Wealth Management’s SPDR Gold MiniShares Trust GLDM Stock Holding History

MBE Wealth Management’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	$361K	Sell	4,547 -1,471	-24%	-$131K	0.13%	106
2026 Q1	$558K	Sell	6,018 -102	-2%	-$9.84K	0.23%	57
2025 Q4	$522K	Sell	6,120 -650	-10%	-$53.4K	0.22%	64
2025 Q3	$518K	Sell	6,770 -1,102	-14%	-$75.5K	0.22%	62
2025 Q2	$516K	Buy	+7,872	New	+$512K	0.22%	58

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

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

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

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

MBE Wealth Management's GLDM Position: Q2 2026 in Review

MBE Wealth Management reduced its SPDR Gold MiniShares Trust (GLDM) stake by 24% in Q2 2026, selling an estimated $131K and leaving 4,547 shares worth $361K. The position accounts for 0.13% of the portfolio, ranked #106.

MBE Wealth Management first reported a position in GLDM in Q2 2025 and has held it in 5 quarters since. The position peaked at $558K in Q1 2026. 416 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

MBE Wealth Management held 4,547 shares of SPDR Gold MiniShares Trust worth $361K as of Q2 2026.
MBE Wealth Management sold 1,471 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $131K.
SPDR Gold MiniShares Trust made up 0.13% of MBE Wealth Management's portfolio in Q2 2026, its #106 holding.
MBE Wealth Management first reported a position in SPDR Gold MiniShares Trust in Q2 2025 and has held it in 5 quarters since.
MBE Wealth Management's SPDR Gold MiniShares Trust position peaked at $558K in Q1 2026.
416 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on MBE Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.