Portside Wealth Group’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Portside Wealth Group’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	$2.81M	Buy	35,378 +3,787	+12%	+$338K	0.33%	68
2026 Q1	$2.93M	Sell	31,591 -14,893	-32%	-$1.44M	0.4%	55
2025 Q4	$3.97M	Sell	46,484 -51,383	-53%	-$4.22M	0.53%	42
2025 Q3	$7.48M	Buy	97,867 +24,397	+33%	+$1.67M	1.03%	19
2025 Q2	$4.81M	Buy	73,470 +21,530	+41%	+$1.4M	0.71%	31
2025 Q1	$3.21M	Buy	51,940 +3,444	+7%	+$196K	0.52%	54
2024 Q4	$2.52M	Sell	48,496 -35,557	-42%	-$1.87M	0.42%	61
2024 Q3	$4.38M	Sell	84,053 -3,341	-4%	-$164K	0.75%	30
2024 Q2	$4.03M	Buy	87,394 +18,722	+27%	+$868K	0.77%	28
2024 Q1	$3.03M	Buy	68,672 +9,816	+17%	+$403K	0.56%	49
2023 Q4	$2.41M	Sell	58,856 -50,970	-46%	-$2M	0.45%	63
2023 Q3	$4.03M	Sell	109,826 -38,494	-26%	-$1.47M	0.76%	36
2023 Q2	$5.65M	Buy	+148,320	New	+$5.82M	1.05%	20

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

Portside Wealth Group's GLDM Position: Q2 2026 in Review

Portside Wealth Group increased its SPDR Gold MiniShares Trust (GLDM) stake by 12% in Q2 2026, buying an estimated $338K and bringing the position to 35,378 shares worth $2.81M. The position accounts for 0.33% of the portfolio, ranked #68.

Portside Wealth Group first reported a position in GLDM in Q2 2023 and has held it in 13 quarters since. The position peaked at $7.48M in Q3 2025. 912 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Portside Wealth Group held 35,378 shares of SPDR Gold MiniShares Trust worth $2.81M as of Q2 2026.
Portside Wealth Group bought 3,787 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $338K.
SPDR Gold MiniShares Trust made up 0.33% of Portside Wealth Group's portfolio in Q2 2026, its #68 holding.
Portside Wealth Group first reported a position in SPDR Gold MiniShares Trust in Q2 2023 and has held it in 13 quarters since.
Portside Wealth Group's SPDR Gold MiniShares Trust position peaked at $7.48M in Q3 2025.
912 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.