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

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

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. 916 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.
916 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.