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OakTrust Wealth Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

OakTrust 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 		$4.48M Buy
56,356
+494
+0.9% +$44.1K 3.86% 8
2026
Q1 		$5.18M Sell
55,862
-7,262
-12% -$700K 4.71% 7
2025
Q4 		$5.39M Buy
+63,124
New +$5.19M 4.97% 7

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

OakTrust Wealth Advisors's GLDM Position: Q2 2026 in Review

OakTrust Wealth Advisors increased its SPDR Gold MiniShares Trust (GLDM) stake by 0.88% in Q2 2026, buying an estimated $44.1K and bringing the position to 56,356 shares worth $4.48M. The position accounts for 3.86% of the portfolio, ranked #8.

OakTrust Wealth Advisors first reported a position in GLDM in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.39M in Q4 2025. 909 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

  • OakTrust Wealth Advisors held 56,356 shares of SPDR Gold MiniShares Trust worth $4.48M as of Q2 2026.
  • OakTrust Wealth Advisors bought 494 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $44.1K.
  • SPDR Gold MiniShares Trust made up 3.86% of OakTrust Wealth Advisors's portfolio in Q2 2026, its #8 holding.
  • OakTrust Wealth Advisors first reported a position in SPDR Gold MiniShares Trust in Q4 2025 and has held it in 3 quarters since.
  • OakTrust Wealth Advisors's SPDR Gold MiniShares Trust position peaked at $5.39M in Q4 2025.
  • 909 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on OakTrust Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.