McMorgan & Co’s SPDR Gold MiniShares Trust GLDM Stock Holding History

McMorgan & Co’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	$8.41M	Sell	105,909 -15,309	-13%	-$1.37M	1.27%	19
2026 Q1	$11.2M	Sell	121,218 -113,774	-48%	-$11M	1.82%	17
2025 Q4	$20.1M	Sell	234,992 -31,865	-12%	-$2.62M	3.32%	10
2025 Q3	$20.4M	Sell	266,857 -19,801	-7%	-$1.36M	3.14%	10
2025 Q2	$18.8M	Sell	286,658 -17,935	-6%	-$1.17M	2.77%	12
2025 Q1	$18.9M	Buy	+304,593	New	+$17.3M	3.02%	10

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

McMorgan & Co's GLDM Position: Q2 2026 in Review

McMorgan & Co reduced its SPDR Gold MiniShares Trust (GLDM) stake by 13% in Q2 2026, selling an estimated $1.37M and leaving 105,909 shares worth $8.41M. The position accounts for 1.27% of the portfolio, ranked #19.

McMorgan & Co first reported a position in GLDM in Q1 2025 and has held it in 6 quarters since. The position peaked at $20.4M in Q3 2025. 913 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

McMorgan & Co held 105,909 shares of SPDR Gold MiniShares Trust worth $8.41M as of Q2 2026.
McMorgan & Co sold 15,309 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $1.37M.
SPDR Gold MiniShares Trust made up 1.27% of McMorgan & Co's portfolio in Q2 2026, its #19 holding.
McMorgan & Co first reported a position in SPDR Gold MiniShares Trust in Q1 2025 and has held it in 6 quarters since.
McMorgan & Co's SPDR Gold MiniShares Trust position peaked at $20.4M in Q3 2025.
913 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on McMorgan & Co's 13F filing for Q2 2026, filed 14 Aug 2026.