Mount Yale Investment Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Mount Yale 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	$626K	Buy	+7,886	New	+$704K	0.01%	714

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

Mount Yale Investment Advisors's GLDM Position: Q2 2026 in Review

Mount Yale Investment Advisors opened a new position in SPDR Gold MiniShares Trust (GLDM) in Q2 2026: 7,886 shares worth $626K. The stake represents 0.01% of the portfolio and ranks #714 among its holdings.

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

Mount Yale Investment Advisors held 7,886 shares of SPDR Gold MiniShares Trust worth $626K as of Q2 2026.
SPDR Gold MiniShares Trust was a new Mount Yale Investment Advisors position in Q2 2026.
SPDR Gold MiniShares Trust made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #714 holding.
910 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.