N.E.W. Advisory Services’s SPDR Gold MiniShares Trust GLDM Stock Holding History

N.E.W. Advisory 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	$246K	Buy	3,094 +15	+0.5%	+$1.34K	0.02%	203
2026 Q1	$285K	Buy	3,079 +4	+0.1%	+$386	0.02%	184
2025 Q4	$263K	Sell	3,075 -157	-5%	-$12.9K	0.02%	182
2025 Q3	$247K	Sell	3,232 -1,117	-26%	-$76.5K	0.02%	168
2025 Q2	$285K	Sell	4,349 -713	-14%	-$46.4K	0.03%	153
2025 Q1	$313K	Buy	5,062 +125	+3%	+$7.1K	0.02%	166
2024 Q4	$257K	Buy	+4,937	New	+$260K	0.02%	168

Other funds holding GLDM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

N.E.W. Advisory Services's GLDM Position: Q2 2026 in Review

N.E.W. Advisory Services increased its SPDR Gold MiniShares Trust (GLDM) stake by 0.49% in Q2 2026, buying an estimated $1.34K and bringing the position to 3,094 shares worth $246K. The position accounts for 0.02% of the portfolio, ranked #203.

N.E.W. Advisory Services first reported a position in GLDM in Q4 2024 and has held it in 7 quarters since. The position peaked at $313K in Q1 2025. 694 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

N.E.W. Advisory Services held 3,094 shares of SPDR Gold MiniShares Trust worth $246K as of Q2 2026.
N.E.W. Advisory Services bought 15 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $1.34K.
SPDR Gold MiniShares Trust made up 0.02% of N.E.W. Advisory Services's portfolio in Q2 2026, its #203 holding.
N.E.W. Advisory Services first reported a position in SPDR Gold MiniShares Trust in Q4 2024 and has held it in 7 quarters since.
N.E.W. Advisory Services's SPDR Gold MiniShares Trust position peaked at $313K in Q1 2025.
694 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.