Oregon Pacific Wealth Management’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Oregon Pacific Wealth Management’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	–	Sell	-2,662	Closed	-$247K	–	118
2026 Q1	$247K	Sell	2,662 -1,114	-30%	-$107K	0.26%	87
2025 Q4	$322K	Sell	3,776 -2,369	-39%	-$195K	0.33%	79
2025 Q3	$470K	Buy	6,145 +2,475	+67%	+$170K	0.41%	62
2025 Q2	$240K	Buy	3,670 +11	+0.3%	+$716	0.23%	113
2025 Q1	$226K	Buy	+3,659	New	+$208K	0.23%	116

Other funds holding GLDM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Oregon Pacific Wealth Management's GLDM Position: Q2 2026 in Review

Oregon Pacific Wealth Management sold out of SPDR Gold MiniShares Trust (GLDM) in Q2 2026, closing a stake of 2,662 shares — an estimated $247K sold.

Oregon Pacific Wealth Management first reported a position in GLDM in Q1 2025 and held it in 5 quarters. The position peaked at $470K in Q3 2025. 916 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Oregon Pacific Wealth Management reported no remaining SPDR Gold MiniShares Trust position as of Q2 2026 after selling out during the quarter.
Oregon Pacific Wealth Management sold 2,662 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $247K.
Oregon Pacific Wealth Management first reported a position in SPDR Gold MiniShares Trust in Q1 2025 and held it in 5 quarters.
Oregon Pacific Wealth Management's SPDR Gold MiniShares Trust position peaked at $470K in Q3 2025.
916 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Oregon Pacific Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.