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Parcion Private Wealth’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Parcion Private Wealth’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 		$49.9M Buy
628,609
+3,006
+0.5% +$268K 2.77% 7
2026
Q1 		$58M Sell
625,603
-35,550
-5% -$3.43M 3.59% 3
2025
Q4 		$56.4M Sell
661,153
-3,462
-0.5% -$285K 3.43% 5
2025
Q3 		$50.8M Buy
664,615
+2,047
+0.3% +$140K 3.17% 8
2025
Q2 		$43.4M Buy
662,568
+7,526
+1% +$490K 3.1% 8
2025
Q1 		$40.5M Buy
655,042
+303,277
+86% +$17.2M 3.3% 6
2024
Q4 		$18.3M Buy
351,765
+23,124
+7% +$1.22M 1.4% 18
2024
Q3 		$17.1M Buy
328,641
+18,722
+6% +$919K 1.42% 16
2024
Q2 		$14.3M Sell
309,919
-13,126
-4% -$608K 1.31% 18
2024
Q1 		$14.2M Sell
323,045
-9,488
-3% -$390K 1.25% 16
2023
Q4 		$13.6M Sell
332,533
-204,276
-38% -$8.01M 1.24% 16
2023
Q3 		$19.7M Buy
536,809
+41,967
+8% +$1.6M 2.04% 15
2023
Q2 		$18.8M Buy
494,842
+20,184
+4% +$792K 1.9% 16
2023
Q1 		$18.6M Buy
474,658
+64,029
+16% +$2.41M 1.94% 13
2022
Q4 		$14.9M Buy
410,629
+61,446
+18% +$2.11M 1.61% 20
2022
Q3 		$11.5M Buy
349,183
+131,484
+60% +$4.51M 1.29% 26
2022
Q2 		$7.46M Buy
+217,699
New +$8.1M 0.74% 34

Other funds holding GLDM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
State Street
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Parcion Private Wealth's GLDM Position: Q2 2026 in Review

Parcion Private Wealth increased its SPDR Gold MiniShares Trust (GLDM) stake by 0.48% in Q2 2026, buying an estimated $268K and bringing the position to 628,609 shares worth $49.9M. The position accounts for 2.77% of the portfolio, ranked #7.

Parcion Private Wealth first reported a position in GLDM in Q2 2022 and has held it in 17 quarters since. The position peaked at $58M in Q1 2026. 916 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

  • Parcion Private Wealth held 628,609 shares of SPDR Gold MiniShares Trust worth $49.9M as of Q2 2026.
  • Parcion Private Wealth bought 3,006 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $268K.
  • SPDR Gold MiniShares Trust made up 2.77% of Parcion Private Wealth's portfolio in Q2 2026, its #7 holding.
  • Parcion Private Wealth first reported a position in SPDR Gold MiniShares Trust in Q2 2022 and has held it in 17 quarters since.
  • Parcion Private Wealth's SPDR Gold MiniShares Trust position peaked at $58M in Q1 2026.
  • 916 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Parcion Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.