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

Pacific Capital 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	$1.97M	Buy	24,776 +16,642	+205%	+$1.49M	0.3%	29
2026 Q1	$754K	Buy	8,134 +3,215	+65%	+$310K	0.13%	45
2025 Q4	$420K	Buy	4,919 +1,789	+57%	+$147K	0.07%	56
2025 Q3	$239K	Buy	+3,130	New	+$215K	0.04%	72

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

Pacific Capital Wealth Advisors's GLDM Position: Q2 2026 in Review

Pacific Capital Wealth Advisors increased its SPDR Gold MiniShares Trust (GLDM) stake by 205% in Q2 2026, buying an estimated $1.49M and bringing the position to 24,776 shares worth $1.97M. The position accounts for 0.3% of the portfolio, ranked #29.

Pacific Capital Wealth Advisors first reported a position in GLDM in Q3 2025 and has held it in 4 quarters since. 916 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Pacific Capital Wealth Advisors held 24,776 shares of SPDR Gold MiniShares Trust worth $1.97M as of Q2 2026.
Pacific Capital Wealth Advisors bought 16,642 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $1.49M.
SPDR Gold MiniShares Trust made up 0.3% of Pacific Capital Wealth Advisors's portfolio in Q2 2026, its #29 holding.
Pacific Capital Wealth Advisors first reported a position in SPDR Gold MiniShares Trust in Q3 2025 and has held it in 4 quarters since.
916 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.