New Perspectives Inc’s SPDR Gold MiniShares Trust GLDM Stock Holding History

New Perspectives Inc’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	$11.5M	Sell	144,811 -14,699	-9%	-$1.31M	3.53%	8
2026 Q1	$14.8M	Sell	159,510 -1	-0%	-$96	5.12%	8
2025 Q4	$13.6M	Buy	159,511 +1,708	+1%	+$140K	4.72%	8
2025 Q3	$12.1M	Buy	157,803 +2,633	+2%	+$180K	5.4%	8
2025 Q2	$10.2M	Buy	155,170 +89,586	+137%	+$5.83M	5.03%	7
2025 Q1	$4.06M	Buy	+65,584	New	+$3.72M	2.17%	8

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

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

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

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

New Perspectives Inc's GLDM Position: Q2 2026 in Review

New Perspectives Inc reduced its SPDR Gold MiniShares Trust (GLDM) stake by 9.2% in Q2 2026, selling an estimated $1.31M and leaving 144,811 shares worth $11.5M. The position accounts for 3.53% of the portfolio, ranked #8.

New Perspectives Inc first reported a position in GLDM in Q1 2025 and has held it in 6 quarters since. The position peaked at $14.8M in Q1 2026. 310 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

New Perspectives Inc held 144,811 shares of SPDR Gold MiniShares Trust worth $11.5M as of Q2 2026.
New Perspectives Inc sold 14,699 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $1.31M.
SPDR Gold MiniShares Trust made up 3.53% of New Perspectives Inc's portfolio in Q2 2026, its #8 holding.
New Perspectives Inc first reported a position in SPDR Gold MiniShares Trust in Q1 2025 and has held it in 6 quarters since.
New Perspectives Inc's SPDR Gold MiniShares Trust position peaked at $14.8M in Q1 2026.
310 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on New Perspectives Inc's 13F filing for Q2 2026, filed 22 Jul 2026.