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

Pacific Excel 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	$3.32M	Buy	+41,784	New	+$3.73M	1.28%	20

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

Pacific Excel Wealth Advisors opened a new position in SPDR Gold MiniShares Trust (GLDM) in Q2 2026: 41,784 shares worth $3.32M. The stake represents 1.28% of the portfolio and ranks #20 among its holdings.

912 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Pacific Excel Wealth Advisors held 41,784 shares of SPDR Gold MiniShares Trust worth $3.32M as of Q2 2026.
SPDR Gold MiniShares Trust was a new Pacific Excel Wealth Advisors position in Q2 2026.
SPDR Gold MiniShares Trust made up 1.28% of Pacific Excel Wealth Advisors's portfolio in Q2 2026, its #20 holding.
912 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.