Patten Group’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Patten Group’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	$4.24M	Sell	53,393 -166	-0.3%	-$14.8K	0.66%	33
2026 Q1	$4.96M	Buy	53,559 +1,624	+3%	+$157K	0.86%	24
2025 Q4	$4.43M	Buy	51,935 +2,549	+5%	+$209K	0.82%	25
2025 Q3	$3.78M	Buy	49,386 +15,695	+47%	+$1.08M	0.74%	29
2025 Q2	$2.21M	Buy	33,691 +8,838	+36%	+$575K	0.47%	60
2025 Q1	$1.54M	Buy	24,853 +10,829	+77%	+$615K	0.35%	89
2024 Q4	$729K	Buy	14,024 +5,829	+71%	+$307K	0.16%	153
2024 Q3	$427K	Buy	8,195 +212	+3%	+$10.4K	0.09%	196
2024 Q2	$368K	Buy	7,983 +1,083	+16%	+$50.2K	0.09%	199
2024 Q1	$304K	Buy	6,900 +1,332	+24%	+$54.7K	0.07%	215
2023 Q4	$228K	Buy	+5,568	New	+$218K	0.06%	226

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

Patten Group's GLDM Position: Q2 2026 in Review

Patten Group reduced its SPDR Gold MiniShares Trust (GLDM) stake by 0.31% in Q2 2026, selling an estimated $14.8K and leaving 53,393 shares worth $4.24M. The position accounts for 0.66% of the portfolio, ranked #33.

Patten Group first reported a position in GLDM in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.96M in Q1 2026. 919 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Patten Group held 53,393 shares of SPDR Gold MiniShares Trust worth $4.24M as of Q2 2026.
Patten Group sold 166 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $14.8K.
SPDR Gold MiniShares Trust made up 0.66% of Patten Group's portfolio in Q2 2026, its #33 holding.
Patten Group first reported a position in SPDR Gold MiniShares Trust in Q4 2023 and has held it in 11 quarters since.
Patten Group's SPDR Gold MiniShares Trust position peaked at $4.96M in Q1 2026.
919 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Patten Group's 13F filing for Q2 2026, filed 6 Aug 2026.