Milestones Private Investment Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Milestones Private Investment Advisors’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	$1.55M	Sell	19,523 -15,121	-44%	-$1.35M	1.23%	20
2026 Q1	$3.21M	Sell	34,644 -2,162	-6%	-$209K	2.83%	11
2025 Q4	$3.14M	Buy	36,806 +643	+2%	+$52.8K	2.16%	13
2025 Q3	$2.76M	Buy	36,163 +2,329	+7%	+$160K	1.89%	16
2025 Q2	$2.22M	Buy	+33,834	New	+$2.2M	1.64%	22

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

Milestones Private Investment Advisors's GLDM Position: Q2 2026 in Review

Milestones Private Investment Advisors reduced its SPDR Gold MiniShares Trust (GLDM) stake by 44% in Q2 2026, selling an estimated $1.35M and leaving 19,523 shares worth $1.55M. The position accounts for 1.23% of the portfolio, ranked #20.

Milestones Private Investment Advisors first reported a position in GLDM in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.21M in Q1 2026. 913 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Milestones Private Investment Advisors held 19,523 shares of SPDR Gold MiniShares Trust worth $1.55M as of Q2 2026.
Milestones Private Investment Advisors sold 15,121 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $1.35M.
SPDR Gold MiniShares Trust made up 1.23% of Milestones Private Investment Advisors's portfolio in Q2 2026, its #20 holding.
Milestones Private Investment Advisors first reported a position in SPDR Gold MiniShares Trust in Q2 2025 and has held it in 5 quarters since.
Milestones Private Investment Advisors's SPDR Gold MiniShares Trust position peaked at $3.21M in Q1 2026.
913 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Milestones Private Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.