Portus Wealth Advisors
GLDM icon

Portus Wealth Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Portus Wealth 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 		– Sell
-198
Closed -$18.4K – 236
2026
Q1 		$18.4K Buy
+198
New +$19.1K 0.02% 107

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
SBI Okasan Asset Management
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
MAI Capital Management
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 $3.38T AUM 44.17% 1-Year Est. Return
Resona Asset Management
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

Portus Wealth Advisors's GLDM Position: Q2 2026 in Review

Portus Wealth Advisors sold out of SPDR Gold MiniShares Trust (GLDM) in Q2 2026, closing a stake of 198 shares — an estimated $18.4K sold.

Portus Wealth Advisors first reported a position in GLDM in Q1 2026 and held it in 1 quarter. The position peaked at $18.4K in Q1 2026. 922 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

  • Portus Wealth Advisors reported no remaining SPDR Gold MiniShares Trust position as of Q2 2026 after selling out during the quarter.
  • Portus Wealth Advisors sold 198 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $18.4K.
  • Portus Wealth Advisors first reported a position in SPDR Gold MiniShares Trust in Q1 2026 and held it in 1 quarter.
  • Portus Wealth Advisors's SPDR Gold MiniShares Trust position peaked at $18.4K in Q1 2026.
  • 922 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Portus Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.