Mitchell McLeod Pugh & Williams’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Mitchell McLeod Pugh & Williams’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	$2.58M	Buy	32,478 +14,053	+76%	+$1.25M	0.32%	66
2026 Q1	$1.71M	Buy	18,425 +4,921	+36%	+$475K	0.25%	81
2025 Q4	$1.36M	Buy	13,504 +727	+6%	+$59.8K	0.19%	102
2025 Q3	$1M	Sell	12,777 -1,551	-11%	-$106K	0.16%	120
2025 Q2	$939K	Sell	14,328 -229	-2%	-$14.9K	0.17%	120
2025 Q1	$901K	Hold	14,557	–	–	0.19%	114
2024 Q4	$757K	Buy	14,557 +872	+6%	+$46K	0.16%	128
2024 Q3	$713K	Hold	13,685	–	–	0.15%	138
2024 Q2	$631K	Hold	13,685	–	–	0.14%	140
2024 Q1	$603K	Buy	13,685 +1,551	+13%	+$63.7K	0.15%	150
2023 Q4	$496K	Sell	12,134 -715	-6%	-$28K	0.13%	153
2023 Q3	$471K	Sell	12,849 -77	-0.6%	-$2.94K	0.14%	154
2023 Q2	$492K	Sell	12,926 -2,649	-17%	-$104K	0.14%	148
2023 Q1	$609K	Hold	15,575	–	–	0.19%	126
2022 Q4	$564K	Buy	15,575 +6,720	+76%	+$231K	0.19%	131
2022 Q3	$292K	Buy	+8,855	New	+$304K	0.11%	179

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

Mitchell McLeod Pugh & Williams's GLDM Position: Q2 2026 in Review

Mitchell McLeod Pugh & Williams increased its SPDR Gold MiniShares Trust (GLDM) stake by 76% in Q2 2026, buying an estimated $1.25M and bringing the position to 32,478 shares worth $2.58M. The position accounts for 0.32% of the portfolio, ranked #66.

Mitchell McLeod Pugh & Williams first reported a position in GLDM in Q3 2022 and has held it in 16 quarters since. 913 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Mitchell McLeod Pugh & Williams held 32,478 shares of SPDR Gold MiniShares Trust worth $2.58M as of Q2 2026.
Mitchell McLeod Pugh & Williams bought 14,053 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $1.25M.
SPDR Gold MiniShares Trust made up 0.32% of Mitchell McLeod Pugh & Williams's portfolio in Q2 2026, its #66 holding.
Mitchell McLeod Pugh & Williams first reported a position in SPDR Gold MiniShares Trust in Q3 2022 and has held it in 16 quarters since.
913 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Mitchell McLeod Pugh & Williams's 13F filing for Q2 2026, filed 11 Aug 2026.