New England Private Wealth Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

New England Private Wealth 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	$3.6M	Buy	44,838 +2,042	+5%	+$182K	0.35%	65
2026 Q1	$3.97M	Buy	42,796 +5,934	+16%	+$572K	0.46%	54
2025 Q4	$3.15M	Buy	36,862 +179	+0.5%	+$14.7K	0.39%	57
2025 Q3	$2.8M	Buy	36,683 +13,820	+60%	+$947K	0.37%	60
2025 Q2	$1.48M	Hold	22,863	–	–	0.22%	74
2025 Q1	$1.41M	Hold	22,863	–	–	0.22%	71
2024 Q4	$1.19M	Hold	22,863	–	–	0.19%	77
2024 Q3	$1.19M	Hold	22,863	–	–	0.19%	75
2024 Q2	$1.05M	Buy	+22,863	New	+$1.06M	0.18%	77
2022 Q2	–	Sell	-9,854	Closed	-$379K	–	105
2022 Q1	$379K	Sell	9,854 -2	-0%	-$75	0.07%	84
2021 Q4	$359K	Hold	9,856	–	–	0.06%	82
2021 Q3	$343K	Hold	9,856	–	–	0.06%	84
2021 Q2	$348K	Hold	9,856	–	–	0.07%	81
2021 Q1	$335K	Buy	9,856 +2,044	+26%	+$73K	0.06%	79
2020 Q4	$295K	Hold	7,812	–	–	0.06%	71
2020 Q3	$295K	Hold	7,812	–	–	0.07%	71
2020 Q2	$276K	Hold	7,812	–	–	0.08%	71
2020 Q1	$246K	Buy	7,812 +2,358	+43%	+$74.4K	0.08%	68
2019 Q4	$165K	Buy	+5,454	New	+$161K	0.04%	78

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

New England Private Wealth Advisors's GLDM Position: Q2 2026 in Review

New England Private Wealth Advisors increased its SPDR Gold MiniShares Trust (GLDM) stake by 4.8% in Q2 2026, buying an estimated $182K and bringing the position to 44,838 shares worth $3.6M. The position accounts for 0.35% of the portfolio, ranked #65.

New England Private Wealth Advisors first reported a position in GLDM in Q4 2019 and has held it in 19 quarters since. The position peaked at $3.97M in Q1 2026. 913 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

New England Private Wealth Advisors held 44,838 shares of SPDR Gold MiniShares Trust worth $3.6M as of Q2 2026.
New England Private Wealth Advisors bought 2,042 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $182K.
SPDR Gold MiniShares Trust made up 0.35% of New England Private Wealth Advisors's portfolio in Q2 2026, its #65 holding.
New England Private Wealth Advisors first reported a position in SPDR Gold MiniShares Trust in Q4 2019 and has held it in 19 quarters since.
New England Private Wealth Advisors's SPDR Gold MiniShares Trust position peaked at $3.97M in Q1 2026.
913 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on New England Private Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.