Paul R. Ried Financial Group’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Paul R. Ried Financial 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	$2.45M	Sell	30,899 -1,756	-5%	-$157K	1.07%	16
2026 Q1	$3.03M	Sell	32,655 -6,619	-17%	-$638K	1.41%	14
2025 Q4	$3.35M	Sell	39,274 -5,191	-12%	-$427K	1.58%	15
2025 Q3	$3.4M	Sell	44,465 -2,479	-5%	-$170K	1.72%	15
2025 Q2	$3.08M	Sell	46,944 -7,249	-13%	-$472K	1.86%	14
2025 Q1	$3.35M	Sell	54,193 -3,495	-6%	-$199K	2.34%	10
2024 Q4	$3M	Buy	+57,688	New	+$3.04M	2.1%	10

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

Paul R. Ried Financial Group's GLDM Position: Q2 2026 in Review

Paul R. Ried Financial Group reduced its SPDR Gold MiniShares Trust (GLDM) stake by 5.4% in Q2 2026, selling an estimated $157K and leaving 30,899 shares worth $2.45M. The position accounts for 1.07% of the portfolio, ranked #16.

Paul R. Ried Financial Group first reported a position in GLDM in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.4M in Q3 2025. 913 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Paul R. Ried Financial Group held 30,899 shares of SPDR Gold MiniShares Trust worth $2.45M as of Q2 2026.
Paul R. Ried Financial Group sold 1,756 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $157K.
SPDR Gold MiniShares Trust made up 1.07% of Paul R. Ried Financial Group's portfolio in Q2 2026, its #16 holding.
Paul R. Ried Financial Group first reported a position in SPDR Gold MiniShares Trust in Q4 2024 and has held it in 7 quarters since.
Paul R. Ried Financial Group's SPDR Gold MiniShares Trust position peaked at $3.4M in Q3 2025.
913 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Paul R. Ried Financial Group's 13F filing for Q2 2026, filed 7 Jul 2026.