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Petix & Botte Financial’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Petix & Botte Financial’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 		$1.6M Buy
20,092
+9,865
+96% +$881K 0.32% 49
2026
Q1 		$1.9M Sell
10,227
-9,273
-48% -$894K 0.42% 43
2025
Q4 		$1.66M Buy
19,500
+456
+2% +$37.5K 0.38% 46
2025
Q3 		$1.46M Sell
19,044
-580
-3% -$39.7K 0.34% 48
2025
Q2 		$1.29M Sell
19,624
-772
-4% -$50.2K 0.32% 52
2025
Q1 		$1.26M Hold
20,396
– – 0.33% 50
2024
Q4 		$1.06M Sell
20,396
-19,236
-49% -$1.01M 0.28% 55
2024
Q3 		$2.07M Buy
39,632
+404
+1% +$19.8K 0.55% 29
2024
Q2 		$1.81M Buy
39,228
+19,873
+103% +$921K 0.51% 32
2024
Q1 		$853K Sell
19,355
-19,355
-50% -$795K 0.21% 74
2023
Q4 		$1.58M Hold
38,710
– – 0.47% 33
2023
Q3 		$1.42M Hold
38,710
– – 0.45% 35
2023
Q2 		$1.47M Buy
38,710
+19,355
+100% +$760K 0.46% 37
2023
Q1 		$757K Buy
+19,355
New +$727K 0.51% 36
2022
Q3 		$638K Buy
19,355
+570
+3% +$19.5K 0.49% 36
2022
Q2 		$674K Buy
+18,785
New +$699K 0.5% 36
2022
Q1 		– Sell
-18,649
Closed -$678K – 121
2021
Q4 		$678K Buy
+18,649
New +$666K 0.43% 37
2021
Q3 		– Sell
-13,459
Closed -$474K – 115
2021
Q2 		$474K Buy
13,459
+203
+2% +$7.33K 0.33% 52
2021
Q1 		$451K Hold
13,256
– – 0.33% 52
2020
Q4 		$502K Hold
13,256
– – 0.38% 47
2020
Q3 		$499K Sell
13,256
-13,256
-50% -$505K 0.4% 43
2020
Q2 		$471K Buy
26,512
+13,546
+104% +$463K 0.39% 46
2020
Q1 		$408K Buy
12,966
+1,794
+16% +$56.6K 0.4% 47
2019
Q4 		$338K Buy
+11,172
New +$331K 0.27% 61

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

Petix & Botte Financial's GLDM Position: Q2 2026 in Review

Petix & Botte Financial increased its SPDR Gold MiniShares Trust (GLDM) stake by 96% in Q2 2026, buying an estimated $881K and bringing the position to 20,092 shares worth $1.6M. The position accounts for 0.32% of the portfolio, ranked #49.

Petix & Botte Financial first reported a position in GLDM in Q4 2019 and has held it in 24 quarters since. The position peaked at $2.07M in Q3 2024. 913 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

  • Petix & Botte Financial held 20,092 shares of SPDR Gold MiniShares Trust worth $1.6M as of Q2 2026.
  • Petix & Botte Financial bought 9,865 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $881K.
  • SPDR Gold MiniShares Trust made up 0.32% of Petix & Botte Financial's portfolio in Q2 2026, its #49 holding.
  • Petix & Botte Financial first reported a position in SPDR Gold MiniShares Trust in Q4 2019 and has held it in 24 quarters since.
  • Petix & Botte Financial's SPDR Gold MiniShares Trust position peaked at $2.07M in Q3 2024.
  • 913 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Petix & Botte Financial's 13F filing for Q2 2026, filed 4 Aug 2026.