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NWAM LLC’s SPDR Gold MiniShares Trust GLDM Stock Holding History

NWAM LLC’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 		$2.44M Buy
30,743
+14,860
+94% +$1.33M 0.12% 182
2026
Q1 		$1.47M Buy
15,883
+1,092
+7% +$105K 0.08% 224
2025
Q4 		$1.48M Sell
14,791
-6,098
-29% -$501K 0.08% 219
2025
Q3 		$1.81M Buy
20,889
+2,389
+13% +$164K 0.1% 197
2025
Q2 		$1.21M Sell
18,500
-961
-5% -$62.5K 0.07% 244
2025
Q1 		$1.2M Buy
19,461
+5,529
+40% +$314K 0.1% 182
2024
Q4 		$724K Buy
13,932
+3,374
+32% +$178K 0.04% 314
2024
Q3 		$550K Buy
+10,558
New +$518K 0.03% 364
2024
Q2 		– Sell
-12,990
Closed -$596K – 300
2024
Q1 		$596K Sell
12,990
-113
-0.9% -$4.64K 0.05% 302
2023
Q4 		$536K Buy
13,103
+684
+6% +$26.8K 0.04% 329
2023
Q3 		$455K Buy
12,419
+1,172
+10% +$44.8K 0.05% 316
2023
Q2 		$428K Buy
+11,247
New +$441K 0.04% 355

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

NWAM LLC's GLDM Position: Q2 2026 in Review

NWAM LLC increased its SPDR Gold MiniShares Trust (GLDM) stake by 94% in Q2 2026, buying an estimated $1.33M and bringing the position to 30,743 shares worth $2.44M. The position accounts for 0.12% of the portfolio, ranked #182.

NWAM LLC first reported a position in GLDM in Q2 2023 and has held it in 12 quarters since. 916 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

  • NWAM LLC held 30,743 shares of SPDR Gold MiniShares Trust worth $2.44M as of Q2 2026.
  • NWAM LLC bought 14,860 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $1.33M.
  • SPDR Gold MiniShares Trust made up 0.12% of NWAM LLC's portfolio in Q2 2026, its #182 holding.
  • NWAM LLC first reported a position in SPDR Gold MiniShares Trust in Q2 2023 and has held it in 12 quarters since.
  • 916 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on NWAM LLC's 13F filing for Q2 2026, filed 23 Jul 2026.