Moneta Group Investment Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Moneta Group 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	–	Sell	-2,651	Closed	-$246K	–	899
2026 Q1	$246K	Sell	2,651 -24	-0.9%	-$2.31K	﹤0.01%	700
2025 Q4	$228K	Sell	2,675 -23	-0.9%	-$1.89K	﹤0.01%	727
2025 Q3	$206K	Buy	+2,698	New	+$185K	﹤0.01%	751

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 $3.38T AUM 44.17% 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

Moneta Group Investment Advisors's GLDM Position: Q2 2026 in Review

Moneta Group Investment Advisors sold out of SPDR Gold MiniShares Trust (GLDM) in Q2 2026, closing a stake of 2,651 shares — an estimated $246K sold.

Moneta Group Investment Advisors first reported a position in GLDM in Q3 2025 and held it in 3 quarters. The position peaked at $246K in Q1 2026. 920 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Moneta Group Investment Advisors reported no remaining SPDR Gold MiniShares Trust position as of Q2 2026 after selling out during the quarter.
Moneta Group Investment Advisors sold 2,651 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $246K.
Moneta Group Investment Advisors first reported a position in SPDR Gold MiniShares Trust in Q3 2025 and held it in 3 quarters.
Moneta Group Investment Advisors's SPDR Gold MiniShares Trust position peaked at $246K in Q1 2026.
920 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.