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

Perigon 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	–	Sell	-2,379	Closed	-$221K	–	1464
2026 Q1	$221K	Sell	2,379 -2,198	-48%	-$212K	﹤0.01%	1169
2025 Q4	$391K	Sell	4,577 -1,160	-20%	-$95.3K	0.01%	903
2025 Q3	$439K	Sell	5,737 -2,044	-26%	-$140K	0.01%	793
2025 Q2	$510K	Buy	7,781 +3,508	+82%	+$228K	0.01%	664
2025 Q1	$264K	Hold	4,273	–	–	0.01%	861
2024 Q4	$230K	Sell	4,273 -8,889	-68%	-$469K	0.01%	913
2024 Q3	$686K	Buy	+13,162	New	+$646K	0.02%	525
2024 Q1	–	Sell	-12,622	Closed	-$516K	–	872
2023 Q4	$516K	Buy	12,622 +1,763	+16%	+$69.1K	0.02%	490
2023 Q3	$398K	Buy	10,859 +3,509	+48%	+$134K	0.02%	502
2023 Q2	$280K	Buy	+7,350	New	+$289K	0.01%	633
2021 Q1	–	Sell	-755	Closed	-$29K	–	709
2020 Q4	$29K	Buy	+755	New	+$28.2K	﹤0.01%	908

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

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

Perigon Wealth Management sold out of SPDR Gold MiniShares Trust (GLDM) in Q2 2026, closing a stake of 2,379 shares — an estimated $221K sold.

Perigon Wealth Management first reported a position in GLDM in Q4 2020 and held it in 11 quarters. The position peaked at $686K in Q3 2024. 916 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Perigon Wealth Management reported no remaining SPDR Gold MiniShares Trust position as of Q2 2026 after selling out during the quarter.
Perigon Wealth Management sold 2,379 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $221K.
Perigon Wealth Management first reported a position in SPDR Gold MiniShares Trust in Q4 2020 and held it in 11 quarters.
Perigon Wealth Management's SPDR Gold MiniShares Trust position peaked at $686K in Q3 2024.
916 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.