Montgomery Financial Services’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Montgomery Financial Services’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	$4.53K	Buy	+57	New	+$5.09K	﹤0.01%	235

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

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

APSPRSPT

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return

Montgomery Financial Services's GLDM Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in SPDR Gold MiniShares Trust (GLDM) in Q2 2026: 57 shares worth $4.53K. The stake represents ﹤0.01% of the portfolio and ranks #235 among its holdings.

870 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Montgomery Financial Services held 57 shares of SPDR Gold MiniShares Trust worth $4.53K as of Q2 2026.
SPDR Gold MiniShares Trust was a new Montgomery Financial Services position in Q2 2026.
SPDR Gold MiniShares Trust made up ﹤0.01% of Montgomery Financial Services's portfolio in Q2 2026, its #235 holding.
870 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.