Plum Street Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Plum Street Advisors’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	$11M	Buy	+138,085	New	+$12.3M	3.5%	7
2026 Q1	–	Sell	-131,780	Closed	-$11.3M	–	99
2025 Q4	$11.3M	Sell	131,780 -9,713	-7%	-$798K	4.01%	5
2025 Q3	$10.8M	Buy	+141,493	New	+$9.7M	4.18%	5
2025 Q2	–	Sell	-130,797	Closed	-$8.1M	–	86
2025 Q1	$8.1M	Buy	130,797 +1,784	+1%	+$101K	3.9%	6
2024 Q4	$6.71M	Buy	129,013 +25,073	+24%	+$1.32M	3.31%	9
2024 Q3	$5.42M	Buy	103,940 +2,938	+3%	+$144K	2.74%	10
2024 Q2	$4.66M	Sell	101,002 -2,938	-3%	-$136K	2.72%	10
2024 Q1	$5.42M	Buy	103,940 +22,283	+27%	+$916K	2.74%	10
2023 Q4	$3.34M	Buy	+81,657	New	+$3.2M	2.22%	12

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

Plum Street Advisors's GLDM Position: Q2 2026 in Review

Plum Street Advisors opened a new position in SPDR Gold MiniShares Trust (GLDM) in Q2 2026: 138,085 shares worth $11M. The stake represents 3.5% of the portfolio and ranks #7 among its holdings. This is a return to the name: Plum Street Advisors previously reported a position in GLDM as recently as Q4 2025.

Plum Street Advisors first reported a position in GLDM in Q4 2023 and has held it in 9 quarters since. The position peaked at $11.3M in Q4 2025. 916 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Plum Street Advisors held 138,085 shares of SPDR Gold MiniShares Trust worth $11M as of Q2 2026.
SPDR Gold MiniShares Trust was a new Plum Street Advisors position in Q2 2026.
SPDR Gold MiniShares Trust made up 3.5% of Plum Street Advisors's portfolio in Q2 2026, its #7 holding.
Plum Street Advisors first reported a position in SPDR Gold MiniShares Trust in Q4 2023 and has held it in 9 quarters since.
Plum Street Advisors's SPDR Gold MiniShares Trust position peaked at $11.3M in Q4 2025.
916 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Plum Street Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.