Mosaic Family Wealth Partners’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Mosaic Family Wealth Partners’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	$1.64M	Buy	20,700 +17,730	+597%	+$1.58M	0.11%	147
2026 Q1	$275K	Sell	2,970 -616	-17%	-$59.4K	0.03%	240
2025 Q4	$306K	Sell	3,586 -821	-19%	-$67.5K	0.03%	190
2025 Q3	$334K	Buy	4,407 +56	+1%	+$3.84K	0.04%	177
2025 Q2	$285K	Buy	+4,351	New	+$283K	0.04%	183
2025 Q1	–	Sell	-3,918	Closed	-$204K	–	219
2024 Q4	$204K	Sell	3,918 -39	-1%	-$2.06K	0.03%	203
2024 Q3	$206K	Buy	+3,957	New	+$194K	0.03%	198
2023 Q4	–	Sell	-6,033	Closed	-$221K	–	197
2023 Q3	$221K	Sell	6,033 -152	-2%	-$5.81K	0.04%	168
2023 Q2	$236K	Buy	6,185 +473	+8%	+$18.6K	0.05%	163
2023 Q1	$223K	Buy	+5,712	New	+$215K	0.05%	168

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

Mosaic Family Wealth Partners's GLDM Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its SPDR Gold MiniShares Trust (GLDM) stake by 597% in Q2 2026, buying an estimated $1.58M and bringing the position to 20,700 shares worth $1.64M. The position accounts for 0.11% of the portfolio, ranked #147.

Mosaic Family Wealth Partners first reported a position in GLDM in Q1 2023 and has held it in 10 quarters since. 912 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Mosaic Family Wealth Partners held 20,700 shares of SPDR Gold MiniShares Trust worth $1.64M as of Q2 2026.
Mosaic Family Wealth Partners bought 17,730 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $1.58M.
SPDR Gold MiniShares Trust made up 0.11% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #147 holding.
Mosaic Family Wealth Partners first reported a position in SPDR Gold MiniShares Trust in Q1 2023 and has held it in 10 quarters since.
912 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.