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Meredith Wealth Planning’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Meredith Wealth Planning’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 		$333K Hold
4,197
– – 0.08% 60
2026
Q1 		$389K Hold
4,197
– – 0.11% 52
2025
Q4 		$358K Buy
4,197
+152
+4% +$12.5K 0.11% 50
2025
Q3 		$309K Buy
+4,045
New +$277K 0.1% 53

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

Meredith Wealth Planning's GLDM Position: Q2 2026 in Review

Meredith Wealth Planning held its SPDR Gold MiniShares Trust (GLDM) position steady in Q2 2026 at 4,197 shares worth $333K. The position accounts for 0.08% of the portfolio, ranked #60.

Meredith Wealth Planning first reported a position in GLDM in Q3 2025 and has held it in 4 quarters since. The position peaked at $389K in Q1 2026. 919 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

  • Meredith Wealth Planning held 4,197 shares of SPDR Gold MiniShares Trust worth $333K as of Q2 2026.
  • Meredith Wealth Planning left its SPDR Gold MiniShares Trust share count unchanged in Q2 2026.
  • SPDR Gold MiniShares Trust made up 0.08% of Meredith Wealth Planning's portfolio in Q2 2026, its #60 holding.
  • Meredith Wealth Planning first reported a position in SPDR Gold MiniShares Trust in Q3 2025 and has held it in 4 quarters since.
  • Meredith Wealth Planning's SPDR Gold MiniShares Trust position peaked at $389K in Q1 2026.
  • 919 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

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