Modern Wealth Management’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Modern Wealth Management’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	$4.21M	Sell	53,067 -59,265	-53%	-$5.29M	0.05%	278
2026 Q1	$10.6M	Buy	112,332 +108,466	+2,806%	+$10.5M	0.18%	131
2025 Q4	$330K	Sell	3,866 -3,513	-48%	-$289K	0.01%	658
2025 Q3	$564K	Buy	7,379 +894	+14%	+$61.3K	0.01%	482
2025 Q2	$425K	Buy	6,485 +2,681	+70%	+$174K	0.01%	520
2025 Q1	$235K	Sell	3,804 -146	-4%	-$8.29K	0.01%	599
2024 Q4	$205K	Sell	3,950 -3,776	-49%	-$199K	0.01%	548
2024 Q3	$403K	Buy	7,726 +1,011	+15%	+$49.6K	0.02%	284
2024 Q2	$309K	Buy	+6,715	New	+$311K	0.02%	304

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

Modern Wealth Management's GLDM Position: Q2 2026 in Review

Modern Wealth Management reduced its SPDR Gold MiniShares Trust (GLDM) stake by 53% in Q2 2026, selling an estimated $5.29M and leaving 53,067 shares worth $4.21M. The position accounts for 0.05% of the portfolio, ranked #278.

Modern Wealth Management first reported a position in GLDM in Q2 2024 and has held it in 9 quarters since. The position peaked at $10.6M in Q1 2026. 916 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Modern Wealth Management held 53,067 shares of SPDR Gold MiniShares Trust worth $4.21M as of Q2 2026.
Modern Wealth Management sold 59,265 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $5.29M.
SPDR Gold MiniShares Trust made up 0.05% of Modern Wealth Management's portfolio in Q2 2026, its #278 holding.
Modern Wealth Management first reported a position in SPDR Gold MiniShares Trust in Q2 2024 and has held it in 9 quarters since.
Modern Wealth Management's SPDR Gold MiniShares Trust position peaked at $10.6M in Q1 2026.
916 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.