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Mills Wealth Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Mills Wealth 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 		$3.56M Buy
44,793
+865
+2% +$77.2K 1.12% 18
2026
Q1 		$4.07M Buy
43,928
+899
+2% +$86.7K 1.42% 17
2025
Q4 		$3.67M Buy
43,029
+1,627
+4% +$134K 1.45% 16
2025
Q3 		$3.17M Buy
41,402
+304
+0.7% +$20.8K 1.29% 20
2025
Q2 		$2.69M Sell
41,098
-3,609
-8% -$235K 1.23% 20
2025
Q1 		$2.77M Sell
44,707
-1,767
-4% -$100K 1.47% 18
2024
Q4 		$2.42M Buy
46,474
+46
+0.1% +$2.43K 1.37% 16
2024
Q3 		$2.42M Buy
46,428
+1,207
+3% +$59.3K 1.67% 16
2024
Q2 		$2.08M Buy
45,221
+985
+2% +$45.6K 1.49% 17
2024
Q1 		$1.95M Sell
44,236
-2,415
-5% -$99.2K 1.43% 18
2023
Q4 		$1.91M Sell
46,651
-4,306
-8% -$169K 1.45% 16
2023
Q3 		$1.87M Buy
50,957
+296
+0.6% +$11.3K 1.5% 16
2023
Q2 		$1.93M Sell
50,661
-9,484
-16% -$372K 1.47% 15
2023
Q1 		$2.35M Buy
60,145
+50,454
+521% +$1.9M 1.89% 12
2022
Q4 		$351K Buy
+9,691
New +$333K 0.32% 43

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

Mills Wealth Advisors's GLDM Position: Q2 2026 in Review

Mills Wealth Advisors increased its SPDR Gold MiniShares Trust (GLDM) stake by 2% in Q2 2026, buying an estimated $77.2K and bringing the position to 44,793 shares worth $3.56M. The position accounts for 1.12% of the portfolio, ranked #18.

Mills Wealth Advisors first reported a position in GLDM in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.07M in Q1 2026. 916 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

  • Mills Wealth Advisors held 44,793 shares of SPDR Gold MiniShares Trust worth $3.56M as of Q2 2026.
  • Mills Wealth Advisors bought 865 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $77.2K.
  • SPDR Gold MiniShares Trust made up 1.12% of Mills Wealth Advisors's portfolio in Q2 2026, its #18 holding.
  • Mills Wealth Advisors first reported a position in SPDR Gold MiniShares Trust in Q4 2022 and has held it in 15 quarters since.
  • Mills Wealth Advisors's SPDR Gold MiniShares Trust position peaked at $4.07M in Q1 2026.
  • 916 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Mills Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.