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Net Worth Advisory Group’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Net Worth Advisory 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 		– Sell
-4,070
Closed -$377K – 427
2026
Q1 		$377K Sell
4,070
-287
-7% -$27.7K 0.08% 251
2025
Q4 		$372K Buy
4,357
+1,661
+62% +$137K 0.08% 256
2025
Q3 		$206K Sell
2,696
-1,518
-36% -$104K 0.06% 379
2025
Q2 		$276K Buy
+4,214
New +$274K 0.06% 328

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
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
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
CWA
Continuum Wealth Advisors Saratoga Springs, New York $296M AUM 24.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Net Worth Advisory Group's GLDM Position: Q2 2026 in Review

Net Worth Advisory Group sold out of SPDR Gold MiniShares Trust (GLDM) in Q2 2026, closing a stake of 4,070 shares — an estimated $377K sold.

Net Worth Advisory Group first reported a position in GLDM in Q2 2025 and held it in 4 quarters. The position peaked at $377K in Q1 2026. 239 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

  • Net Worth Advisory Group reported no remaining SPDR Gold MiniShares Trust position as of Q2 2026 after selling out during the quarter.
  • Net Worth Advisory Group sold 4,070 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $377K.
  • Net Worth Advisory Group first reported a position in SPDR Gold MiniShares Trust in Q2 2025 and held it in 4 quarters.
  • Net Worth Advisory Group's SPDR Gold MiniShares Trust position peaked at $377K in Q1 2026.
  • 239 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.