Money Concepts Capital’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Money Concepts Capital’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	$11.4M	Buy	+143,547	New	+$12.8M	0.53%	34
2026 Q1	–	Sell	-79,945	Closed	-$6.82M	–	584
2025 Q4	$6.82M	Buy	+79,945	New	+$6.57M	0.38%	52
2025 Q3	–	Sell	-84,972	Closed	-$5.57M	–	479
2025 Q2	$5.57M	Sell	84,972 -10,882	-11%	-$708K	0.37%	56
2025 Q1	$5.93M	Sell	95,854 -2,660	-3%	-$151K	0.44%	56
2024 Q4	$5.12M	Sell	98,514 -4,002	-4%	-$211K	0.38%	58
2024 Q3	$5.34M	Buy	102,516 +852	+0.8%	+$41.8K	0.41%	58
2024 Q2	$4.69M	Sell	101,664 -75,687	-43%	-$3.51M	0.39%	60
2024 Q1	$7.81M	Buy	177,351 +130,446	+278%	+$5.36M	0.72%	34
2023 Q4	$1.92M	Buy	+46,905	New	+$1.84M	0.18%	139
2023 Q1	–	Sell	-1,689	Closed	-$61.1K	–	1462
2022 Q4	$61.1K	Sell	1,689 -236	-12%	-$8.11K	﹤0.01%	1172
2022 Q3	$63K	Sell	1,925 -2,315	-55%	-$79.4K	﹤0.01%	671
2022 Q2	$152K	Buy	+4,240	New	+$158K	0.01%	468

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

Money Concepts Capital's GLDM Position: Q2 2026 in Review

Money Concepts Capital opened a new position in SPDR Gold MiniShares Trust (GLDM) in Q2 2026: 143,547 shares worth $11.4M. The stake represents 0.53% of the portfolio and ranks #34 among its holdings. This is a return to the name: Money Concepts Capital previously reported a position in GLDM as recently as Q4 2025.

Money Concepts Capital first reported a position in GLDM in Q2 2022 and has held it in 12 quarters since. 916 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Money Concepts Capital held 143,547 shares of SPDR Gold MiniShares Trust worth $11.4M as of Q2 2026.
SPDR Gold MiniShares Trust was a new Money Concepts Capital position in Q2 2026.
SPDR Gold MiniShares Trust made up 0.53% of Money Concepts Capital's portfolio in Q2 2026, its #34 holding.
Money Concepts Capital first reported a position in SPDR Gold MiniShares Trust in Q2 2022 and has held it in 12 quarters since.
916 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.