MONECO Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

MONECO 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	$5.29M	Buy	66,585 +4,847	+8%	+$433K	0.32%	64
2026 Q1	$5.72M	Buy	61,738 +6,700	+12%	+$646K	0.44%	46
2025 Q4	$4.7M	Buy	55,038 +401	+0.7%	+$33K	0.37%	54
2025 Q3	$4.18M	Buy	54,637 +4,249	+8%	+$291K	0.35%	59
2025 Q2	$3.3M	Buy	50,388 +1,913	+4%	+$124K	0.31%	66
2025 Q1	$3M	Buy	48,475 +4,981	+11%	+$283K	0.31%	74
2024 Q4	$2.26M	Buy	43,494 +38,039	+697%	+$2.01M	0.24%	97
2024 Q3	$284K	Buy	5,455 +208	+4%	+$10.2K	0.04%	352
2024 Q2	$242K	Buy	+5,247	New	+$243K	0.04%	367
2023 Q4	–	Sell	-6,997	Closed	-$257K	–	383
2023 Q3	$257K	Buy	+6,997	New	+$267K	0.07%	278

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

MONECO Advisors's GLDM Position: Q2 2026 in Review

MONECO Advisors increased its SPDR Gold MiniShares Trust (GLDM) stake by 7.9% in Q2 2026, buying an estimated $433K and bringing the position to 66,585 shares worth $5.29M. The position accounts for 0.32% of the portfolio, ranked #64.

MONECO Advisors first reported a position in GLDM in Q3 2023 and has held it in 10 quarters since. The position peaked at $5.72M in Q1 2026. 916 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

MONECO Advisors held 66,585 shares of SPDR Gold MiniShares Trust worth $5.29M as of Q2 2026.
MONECO Advisors bought 4,847 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $433K.
SPDR Gold MiniShares Trust made up 0.32% of MONECO Advisors's portfolio in Q2 2026, its #64 holding.
MONECO Advisors first reported a position in SPDR Gold MiniShares Trust in Q3 2023 and has held it in 10 quarters since.
MONECO Advisors's SPDR Gold MiniShares Trust position peaked at $5.72M in Q1 2026.
916 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.