Peak Retirement Planning’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Peak Retirement Planning’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	$2.51M	Buy	+31,598	New	+$2.82M	0.4%	74
2026 Q1	–	Sell	-178,128	Closed	-$15.2M	–	156
2025 Q4	$15.2M	Buy	178,128 +170,276	+2,169%	+$14M	3.56%	5
2025 Q3	$600K	Buy	7,852 +3,668	+88%	+$251K	0.17%	88
2025 Q2	$274K	Sell	4,184 -78,769	-95%	-$5.13M	0.11%	107
2025 Q1	$5.13M	Buy	82,953 +45,283	+120%	+$2.57M	2.85%	9
2024 Q4	$1.99M	Buy	+37,670	New	+$1.99M	1.34%	17

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

Peak Retirement Planning's GLDM Position: Q2 2026 in Review

Peak Retirement Planning opened a new position in SPDR Gold MiniShares Trust (GLDM) in Q2 2026: 31,598 shares worth $2.51M. The stake represents 0.4% of the portfolio and ranks #74 among its holdings. This is a return to the name: Peak Retirement Planning previously reported a position in GLDM as recently as Q4 2025.

Peak Retirement Planning first reported a position in GLDM in Q4 2024 and has held it in 6 quarters since. The position peaked at $15.2M in Q4 2025. 909 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Peak Retirement Planning held 31,598 shares of SPDR Gold MiniShares Trust worth $2.51M as of Q2 2026.
SPDR Gold MiniShares Trust was a new Peak Retirement Planning position in Q2 2026.
SPDR Gold MiniShares Trust made up 0.4% of Peak Retirement Planning's portfolio in Q2 2026, its #74 holding.
Peak Retirement Planning first reported a position in SPDR Gold MiniShares Trust in Q4 2024 and has held it in 6 quarters since.
Peak Retirement Planning's SPDR Gold MiniShares Trust position peaked at $15.2M in Q4 2025.
909 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.