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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

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

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. 198 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.
  • 198 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.