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MBL Wealth’s SPDR Gold MiniShares Trust GLDM Stock Holding History

MBL Wealth’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 		$41M Buy
516,616
+5,741
+1% +$513K 2.8% 7
2026
Q1 		$47.4M Sell
510,875
-2,057
-0.4% -$198K 3.58% 4
2025
Q4 		$43.8M Sell
512,932
-3,898
-0.8% -$320K 3.51% 4
2025
Q3 		$39.5M Buy
516,830
+6,430
+1% +$441K 3.45% 6
2025
Q2 		$33.4M Sell
510,400
-60,460
-11% -$3.93M 3.2% 7
2025
Q1 		$35.3M Sell
570,860
-8,531
-1% -$485K 3.57% 4
2024
Q4 		$30.1M Buy
579,391
+2,021
+0.4% +$107K 3.02% 7
2024
Q3 		$30.1M Buy
577,370
+3,129
+0.5% +$154K 3.24% 8
2024
Q2 		$26.5M Buy
574,241
+6,827
+1% +$316K 2.95% 8
2024
Q1 		$25M Buy
567,414
+11,735
+2% +$482K 2.84% 9
2023
Q4 		$22.7M Buy
555,679
+15,567
+3% +$610K 2.84% 9
2023
Q3 		$19.8M Buy
540,112
+24,379
+5% +$932K 2.79% 9
2023
Q2 		$19.6M Buy
515,733
+31,299
+6% +$1.23M 2.77% 10
2023
Q1 		$18.9M Buy
484,434
+19,072
+4% +$716K 2.96% 8
2022
Q4 		$16.8M Buy
465,362
+4,683
+1% +$161K 3.22% 9
2022
Q3 		$15.2M Buy
460,679
+172,714
+60% +$5.92M 3.28% 8
2022
Q2 		$10.3M Buy
287,965
+29,932
+12% +$1.11M 2.58% 9
2022
Q1 		$9.93M Buy
+258,033
New +$9.63M 2.42% 9
2021
Q3 		$7.37M Buy
+211,124
New +$7.51M 2.55% 9
2021
Q1 		$8.22M Sell
241,831
-2,945
-1% -$105K 2.87% 9
2020
Q4 		$9.27M Buy
+244,776
New +$9.15M 3.67% 7

Other funds holding GLDM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
State Street
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MBL Wealth's GLDM Position: Q2 2026 in Review

MBL Wealth increased its SPDR Gold MiniShares Trust (GLDM) stake by 1.1% in Q2 2026, buying an estimated $513K and bringing the position to 516,616 shares worth $41M. The position accounts for 2.8% of the portfolio, ranked #7.

MBL Wealth first reported a position in GLDM in Q4 2020 and has held it in 21 quarters since. The position peaked at $47.4M in Q1 2026. 913 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

  • MBL Wealth held 516,616 shares of SPDR Gold MiniShares Trust worth $41M as of Q2 2026.
  • MBL Wealth bought 5,741 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $513K.
  • SPDR Gold MiniShares Trust made up 2.8% of MBL Wealth's portfolio in Q2 2026, its #7 holding.
  • MBL Wealth first reported a position in SPDR Gold MiniShares Trust in Q4 2020 and has held it in 21 quarters since.
  • MBL Wealth's SPDR Gold MiniShares Trust position peaked at $47.4M in Q1 2026.
  • 913 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.