PWM
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Penobscot Wealth Management’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Penobscot Wealth Management’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 		$5.98M Buy
75,295
+12,570
+20% +$1.12M 1.6% 12
2026
Q1 		$5.81M Buy
62,725
+8,087
+15% +$780K 1.72% 11
2025
Q4 		$4.66M Sell
54,638
-3,129
-5% -$257K 1.44% 12
2025
Q3 		$4.42M Buy
57,767
+3,818
+7% +$262K 1.42% 12
2025
Q2 		$3.53M Buy
53,949
+347
+0.6% +$22.6K 1.27% 14
2025
Q1 		$3.32M Buy
+53,602
New +$3.04M 1.4% 13

Other funds holding GLDM

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
LLI
LTS Liquid Investments Nassau $187M AUM
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Penobscot Wealth Management's GLDM Position: Q2 2026 in Review

Penobscot Wealth Management increased its SPDR Gold MiniShares Trust (GLDM) stake by 20% in Q2 2026, buying an estimated $1.12M and bringing the position to 75,295 shares worth $5.98M. The position accounts for 1.6% of the portfolio, ranked #12.

Penobscot Wealth Management first reported a position in GLDM in Q1 2025 and has held it in 6 quarters since. 170 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

  • Penobscot Wealth Management held 75,295 shares of SPDR Gold MiniShares Trust worth $5.98M as of Q2 2026.
  • Penobscot Wealth Management bought 12,570 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $1.12M.
  • SPDR Gold MiniShares Trust made up 1.6% of Penobscot Wealth Management's portfolio in Q2 2026, its #12 holding.
  • Penobscot Wealth Management first reported a position in SPDR Gold MiniShares Trust in Q1 2025 and has held it in 6 quarters since.
  • 170 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Penobscot Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.