MFG
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Merit Financial Group’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Merit Financial Group’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 		$2.85M Buy
35,912
+1,511
+4% +$135K 0.02% 603
2026
Q1 		$3.19M Sell
34,401
-9,549
-22% -$921K 0.02% 519
2025
Q4 		$3.75M Sell
43,950
-9,245
-17% -$760K 0.03% 436
2025
Q3 		$4.07M Buy
53,195
+6,636
+14% +$455K 0.04% 356
2025
Q2 		$3.05M Buy
46,559
+10,510
+29% +$684K 0.03% 399
2025
Q1 		$2.23M Buy
36,049
+2,782
+8% +$158K 0.03% 390
2024
Q4 		$1.73M Sell
33,267
-733
-2% -$38.7K 0.03% 385
2024
Q3 		$1.77M Buy
34,000
+401
+1% +$19.7K 0.04% 297
2024
Q2 		$1.55M Sell
33,599
-28
-0.1% -$1.3K 0.03% 318
2024
Q1 		$1.53M Sell
33,627
-943
-3% -$38.7K 0.04% 312
2023
Q4 		$1.41M Buy
34,570
+907
+3% +$35.6K 0.04% 248
2023
Q3 		$1.23M Sell
33,663
-505
-1% -$19.3K 0.04% 290
2023
Q2 		$1.3M Buy
34,168
+66
+0.2% +$2.59K 0.04% 292
2023
Q1 		$1.33M Buy
34,102
+1,300
+4% +$48.8K 0.05% 250
2022
Q4 		$1.19M Buy
32,802
+7
+0% +$241 0.04% 264
2022
Q3 		$1.08M Hold
32,795
– – 0.05% 231
2022
Q2 		$1.18M Buy
32,795
+8,936
+37% +$332K 0.04% 237
2022
Q1 		$918K Buy
23,859
+16,514
+225% +$617K 0.06% 160
2021
Q4 		$267K Hold
7,345
– – 0.03% 233
2021
Q3 		$256K Buy
7,345
+1,367
+23% +$48.7K 0.03% 228
2021
Q2 		$211K Buy
+5,978
New +$216K 0.02% 252

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

Merit Financial Group's GLDM Position: Q2 2026 in Review

Merit Financial Group increased its SPDR Gold MiniShares Trust (GLDM) stake by 4.4% in Q2 2026, buying an estimated $135K and bringing the position to 35,912 shares worth $2.85M. The position accounts for 0.02% of the portfolio, ranked #603.

Merit Financial Group first reported a position in GLDM in Q2 2021 and has held it in 21 quarters since. The position peaked at $4.07M in Q3 2025. 912 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

  • Merit Financial Group held 35,912 shares of SPDR Gold MiniShares Trust worth $2.85M as of Q2 2026.
  • Merit Financial Group bought 1,511 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $135K.
  • SPDR Gold MiniShares Trust made up 0.02% of Merit Financial Group's portfolio in Q2 2026, its #603 holding.
  • Merit Financial Group first reported a position in SPDR Gold MiniShares Trust in Q2 2021 and has held it in 21 quarters since.
  • Merit Financial Group's SPDR Gold MiniShares Trust position peaked at $4.07M in Q3 2025.
  • 912 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.