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One Charles Private Wealth Services’s SPDR Gold MiniShares Trust GLDM Stock Holding History

One Charles Private Wealth Services’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 		$1.95M Sell
24,604
-606
-2% -$54.1K 0.45% 43
2026
Q1 		$2.34M Sell
25,210
-766
-3% -$73.9K 0.58% 36
2025
Q4 		$2.22M Buy
25,976
+120
+0.5% +$9.86K 0.57% 37
2025
Q3 		$1.98M Buy
25,856
+546
+2% +$37.4K 0.52% 38
2025
Q2 		$1.66M Buy
25,310
+623
+3% +$40.5K 0.47% 36
2025
Q1 		$1.53M Buy
24,687
+283
+1% +$16.1K 0.49% 31
2024
Q4 		$1.27M Buy
24,404
+1,572
+7% +$82.9K 0.43% 42
2024
Q3 		$1.19M Sell
22,832
-19,656
-46% -$965K 0.45% 41
2024
Q2 		$1.96M Buy
42,488
+4,306
+11% +$200K 0.81% 25
2024
Q1 		$1.68M Buy
38,182
+1,830
+5% +$75.2K 0.73% 26
2023
Q4 		$1.49M Sell
36,352
-16,044
-31% -$629K 0.79% 23
2023
Q3 		$1.92M Buy
52,396
+4,000
+8% +$153K 1.12% 16
2023
Q2 		$1.84M Buy
48,396
+32,672
+208% +$1.28M 1.07% 18
2023
Q1 		$615K Buy
+15,724
New +$591K 0.38% 48

Other funds holding GLDM

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
LLI
LTS Liquid Investments Nassau $187M AUM
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

One Charles Private Wealth Services's GLDM Position: Q2 2026 in Review

One Charles Private Wealth Services reduced its SPDR Gold MiniShares Trust (GLDM) stake by 2.4% in Q2 2026, selling an estimated $54.1K and leaving 24,604 shares worth $1.95M. The position accounts for 0.45% of the portfolio, ranked #43.

One Charles Private Wealth Services first reported a position in GLDM in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.34M in Q1 2026. 170 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

  • One Charles Private Wealth Services held 24,604 shares of SPDR Gold MiniShares Trust worth $1.95M as of Q2 2026.
  • One Charles Private Wealth Services sold 606 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $54.1K.
  • SPDR Gold MiniShares Trust made up 0.45% of One Charles Private Wealth Services's portfolio in Q2 2026, its #43 holding.
  • One Charles Private Wealth Services first reported a position in SPDR Gold MiniShares Trust in Q1 2023 and has held it in 14 quarters since.
  • One Charles Private Wealth Services's SPDR Gold MiniShares Trust position peaked at $2.34M in Q1 2026.
  • 170 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on One Charles Private Wealth Services's 13F filing for Q2 2026, filed 15 Jul 2026.