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Peak Financial Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Peak Financial 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 		$13.8M Buy
173,948
+8,521
+5% +$761K 5.72% 4
2026
Q1 		$15.3M Sell
165,427
-35,361
-18% -$3.41M 6.79% 4
2025
Q4 		$17.1M Sell
200,788
-48,545
-19% -$3.99M 7.7% 3
2025
Q3 		$19.1M Buy
249,333
+600
+0.2% +$41.1K 9.15% 2
2025
Q2 		$16.3M Buy
248,733
+24,960
+11% +$1.62M 8.34% 2
2025
Q1 		$13.8M Sell
223,773
-2,007
-0.9% -$114K 7.05% 2
2024
Q4 		$11.7M Sell
225,780
-802
-0.4% -$42.3K 6.11% 3
2024
Q3 		$11.8M Buy
226,582
+3,957
+2% +$194K 6.07% 3
2024
Q2 		$10.3M Buy
222,625
+28,914
+15% +$1.34M 5.89% 2
2024
Q1 		$8.53M Sell
193,711
-27,756
-13% -$1.14M 5.2% 2
2023
Q4 		$9.06M Buy
221,467
+1,243
+0.6% +$48.7K 6.06% 3
2023
Q3 		$8.07M Buy
220,224
+82,479
+60% +$3.15M 8.73% 3
2023
Q2 		$5.25M Buy
137,745
+7,047
+5% +$277K 4.12% 7
2023
Q1 		$5.11M Sell
130,698
-6,318
-5% -$237K 4.32% 5
2022
Q4 		$4.96M Buy
+137,016
New +$4.71M 4.52% 7
2022
Q3 		– Sell
-240,451
Closed -$8.63M – 61
2022
Q2 		$8.63M Sell
240,451
-53,438
-18% -$1.99M 8.54% 2
2022
Q1 		$11.3M Buy
+293,889
New +$11M 9.69% 1
2021
Q3 		– Sell
-84,588
Closed -$2.98M – 74
2021
Q2 		$2.98M Buy
+84,588
New +$3.05M 2.56% 9

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

Peak Financial Advisors's GLDM Position: Q2 2026 in Review

Peak Financial Advisors increased its SPDR Gold MiniShares Trust (GLDM) stake by 5.2% in Q2 2026, buying an estimated $761K and bringing the position to 173,948 shares worth $13.8M. The position accounts for 5.72% of the portfolio, ranked #4.

Peak Financial Advisors first reported a position in GLDM in Q2 2021 and has held it in 18 quarters since. The position peaked at $19.1M in Q3 2025. 916 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

  • Peak Financial Advisors held 173,948 shares of SPDR Gold MiniShares Trust worth $13.8M as of Q2 2026.
  • Peak Financial Advisors bought 8,521 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $761K.
  • SPDR Gold MiniShares Trust made up 5.72% of Peak Financial Advisors's portfolio in Q2 2026, its #4 holding.
  • Peak Financial Advisors first reported a position in SPDR Gold MiniShares Trust in Q2 2021 and has held it in 18 quarters since.
  • Peak Financial Advisors's SPDR Gold MiniShares Trust position peaked at $19.1M in Q3 2025.
  • 916 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Peak Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.