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

Nvest 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 		$939K Buy
11,825
+1,375
+13% +$123K 0.3% 73
2026
Q1 		$969K Buy
+10,450
New +$1.01M 0.36% 62

Other funds holding GLDM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
State Street
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Nvest Financial's GLDM Position: Q2 2026 in Review

Nvest Financial increased its SPDR Gold MiniShares Trust (GLDM) stake by 13% in Q2 2026, buying an estimated $123K and bringing the position to 11,825 shares worth $939K. The position accounts for 0.3% of the portfolio, ranked #73.

Nvest Financial first reported a position in GLDM in Q1 2026 and has held it in 2 quarters since. The position peaked at $969K in Q1 2026. 916 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

  • Nvest Financial held 11,825 shares of SPDR Gold MiniShares Trust worth $939K as of Q2 2026.
  • Nvest Financial bought 1,375 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $123K.
  • SPDR Gold MiniShares Trust made up 0.3% of Nvest Financial's portfolio in Q2 2026, its #73 holding.
  • Nvest Financial first reported a position in SPDR Gold MiniShares Trust in Q1 2026 and has held it in 2 quarters since.
  • Nvest Financial's SPDR Gold MiniShares Trust position peaked at $969K in Q1 2026.
  • 916 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Nvest Financial's 13F filing for Q2 2026, filed 30 Jul 2026.