NavPoint Financial’s SPDR Gold MiniShares Trust GLDM Stock Holding History

NavPoint Financial’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	$20.4M	Sell	256,791 -388	-0.2%	-$34.6K	7.56%	2
2026 Q1	$23.8M	Buy	257,179 +2,078	+0.8%	+$200K	9.64%	1
2025 Q4	$21.8M	Buy	255,101 +1,541	+0.6%	+$127K	9.31%	1
2025 Q3	$19.4M	Sell	253,560 -2,796	-1%	-$192K	10.17%	1
2025 Q2	$16.8M	Sell	256,356 -21,868	-8%	-$1.42M	10.15%	1
2025 Q1	$17.2M	Sell	278,224 -5,065	-2%	-$288K	12.11%	1
2024 Q4	$14.7M	Sell	283,289 -15,240	-5%	-$804K	11.65%	1
2024 Q3	$15.6M	Sell	298,529 -45,362	-13%	-$2.23M	12.54%	1
2024 Q2	$15.8M	Sell	343,891 -37,785	-10%	-$1.75M	13.76%	1
2024 Q1	$16.8M	Sell	381,676 -18,899	-5%	-$777K	14.61%	1
2023 Q4	$16.4M	Buy	+400,575	New	+$15.7M	15.03%	1

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

RAM

Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

NavPoint Financial's GLDM Position: Q2 2026 in Review

NavPoint Financial reduced its SPDR Gold MiniShares Trust (GLDM) stake by 0.15% in Q2 2026, selling an estimated $34.6K and leaving 256,791 shares worth $20.4M. The position accounts for 7.56% of the portfolio, ranked #2.

NavPoint Financial first reported a position in GLDM in Q4 2023 and has held it in 11 quarters since. The position peaked at $23.8M in Q1 2026. 416 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

NavPoint Financial held 256,791 shares of SPDR Gold MiniShares Trust worth $20.4M as of Q2 2026.
NavPoint Financial sold 388 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $34.6K.
SPDR Gold MiniShares Trust made up 7.56% of NavPoint Financial's portfolio in Q2 2026, its #2 holding.
NavPoint Financial first reported a position in SPDR Gold MiniShares Trust in Q4 2023 and has held it in 11 quarters since.
NavPoint Financial's SPDR Gold MiniShares Trust position peaked at $23.8M in Q1 2026.
416 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on NavPoint Financial's 13F filing for Q2 2026, filed 23 Jul 2026.