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National Wealth Management Group’s SPDR Gold MiniShares Trust GLDM Stock Holding History

National Wealth Management Group’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 		$274K Sell
3,448
-20
-0.6% -$1.79K 0.08% 182
2026
Q1 		$321K Buy
3,468
+441
+15% +$42.5K 0.12% 155
2025
Q4 		$258K Buy
+3,027
New +$249K 0.09% 204

Other funds holding GLDM

SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
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
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

National Wealth Management Group's GLDM Position: Q2 2026 in Review

National Wealth Management Group reduced its SPDR Gold MiniShares Trust (GLDM) stake by 0.58% in Q2 2026, selling an estimated $1.79K and leaving 3,448 shares worth $274K. The position accounts for 0.08% of the portfolio, ranked #182.

National Wealth Management Group first reported a position in GLDM in Q4 2025 and has held it in 3 quarters since. The position peaked at $321K in Q1 2026. 272 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

  • National Wealth Management Group held 3,448 shares of SPDR Gold MiniShares Trust worth $274K as of Q2 2026.
  • National Wealth Management Group sold 20 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $1.79K.
  • SPDR Gold MiniShares Trust made up 0.08% of National Wealth Management Group's portfolio in Q2 2026, its #182 holding.
  • National Wealth Management Group first reported a position in SPDR Gold MiniShares Trust in Q4 2025 and has held it in 3 quarters since.
  • National Wealth Management Group's SPDR Gold MiniShares Trust position peaked at $321K in Q1 2026.
  • 272 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.