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Patriot Financial Group Insurance Agency’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Patriot Financial Group Insurance Agency’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 		$661K Sell
8,319
-6,505
-44% -$581K 0.07% 272
2026
Q1 		$1.37M Buy
14,824
+1,045
+8% +$101K 0.08% 263
2025
Q4 		$1.18M Buy
13,779
+1,066
+8% +$87.6K 0.14% 185
2025
Q3 		$972K Buy
12,713
+4,177
+49% +$286K 0.12% 201
2025
Q2 		$559K Sell
8,536
-2,170
-20% -$141K 0.06% 292
2025
Q1 		$663K Buy
10,706
+5,313
+99% +$302K 0.09% 246
2024
Q4 		$280K Buy
+5,393
New +$284K 0.04% 381
2022
Q3 		– Sell
-125
Closed -$4K – 1000
2022
Q2 		$4K Hold
125
– – ﹤0.01% 1547
2022
Q1 		$5K Sell
125
-5,400
-98% -$202K ﹤0.01% 1604
2021
Q4 		$201K Sell
5,525
-6,475
-54% -$231K 0.03% 444
2021
Q3 		$419K Hold
12,000
– – 0.07% 272
2021
Q2 		$423K Sell
12,000
-1,651
-12% -$59.6K 0.08% 264
2021
Q1 		$464K Buy
13,651
+378
+3% +$13.5K 0.11% 202
2020
Q4 		$503K Buy
13,273
+12,315
+1,285% +$460K 0.13% 178
2020
Q3 		$36K Buy
958
+223
+30% +$8.5K 0.01% 614
2020
Q2 		$26K Buy
+735
New +$25.1K 0.01% 674

Other funds holding GLDM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return
APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Patriot Financial Group Insurance Agency's GLDM Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its SPDR Gold MiniShares Trust (GLDM) stake by 44% in Q2 2026, selling an estimated $581K and leaving 8,319 shares worth $661K. The position accounts for 0.07% of the portfolio, ranked #272.

Patriot Financial Group Insurance Agency first reported a position in GLDM in Q2 2020 and has held it in 16 quarters since. The position peaked at $1.37M in Q1 2026. 521 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 8,319 shares of SPDR Gold MiniShares Trust worth $661K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 6,505 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $581K.
  • SPDR Gold MiniShares Trust made up 0.07% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #272 holding.
  • Patriot Financial Group Insurance Agency first reported a position in SPDR Gold MiniShares Trust in Q2 2020 and has held it in 16 quarters since.
  • Patriot Financial Group Insurance Agency's SPDR Gold MiniShares Trust position peaked at $1.37M in Q1 2026.
  • 521 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.