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

Middleton & 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	$727K	Hold	9,151	–	–	0.08%	107
2026 Q1	$848K	Hold	9,151	–	–	0.1%	101
2025 Q4	$781K	Hold	9,151	–	–	0.08%	100
2025 Q3	$700K	Hold	9,151	–	–	0.08%	106
2025 Q2	$600K	Hold	9,151	–	–	0.07%	108
2025 Q1	$566K	Hold	9,151	–	–	0.07%	107
2024 Q4	$476K	Hold	9,151	–	–	0.05%	111
2024 Q3	$477K	Hold	9,151	–	–	0.05%	115
2024 Q2	$422K	Hold	9,151	–	–	0.05%	117
2024 Q1	$403K	Buy	+9,151	New	+$376K	0.05%	126

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

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

Middleton & Co held its SPDR Gold MiniShares Trust (GLDM) position steady in Q2 2026 at 9,151 shares worth $727K. The position accounts for 0.08% of the portfolio, ranked #107.

Middleton & Co first reported a position in GLDM in Q1 2024 and has held it in 10 quarters since. The position peaked at $848K in Q1 2026. 919 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Middleton & Co held 9,151 shares of SPDR Gold MiniShares Trust worth $727K as of Q2 2026.
Middleton & Co left its SPDR Gold MiniShares Trust share count unchanged in Q2 2026.
SPDR Gold MiniShares Trust made up 0.08% of Middleton & Co's portfolio in Q2 2026, its #107 holding.
Middleton & Co first reported a position in SPDR Gold MiniShares Trust in Q1 2024 and has held it in 10 quarters since.
Middleton & Co's SPDR Gold MiniShares Trust position peaked at $848K in Q1 2026.
919 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Middleton & Co's 13F filing for Q2 2026, filed 10 Aug 2026.