Principal Securities’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Principal Securities’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	$385K	Sell	4,848 -1,211	-20%	-$108K	﹤0.01%	1207
2026 Q1	$562K	Sell	6,059 -158	-3%	-$15.2K	0.01%	934
2025 Q4	$531K	Sell	6,217 -3,236	-34%	-$266K	0.01%	917
2025 Q3	$723K	Buy	9,453 +2,589	+38%	+$177K	0.01%	769
2025 Q2	$450K	Buy	6,864 +2,160	+46%	+$141K	0.01%	907
2025 Q1	$245K	Hold	4,704	–	–	0.01%	1049
2024 Q4	$245K	Sell	4,704 -2,733	-37%	-$144K	0.01%	1047
2024 Q3	$388K	Sell	7,437 -370	-5%	-$18.2K	0.01%	847
2024 Q2	$360K	Buy	7,807 +413	+6%	+$19.1K	0.01%	825
2024 Q1	$326K	Sell	7,394 -2,829	-28%	-$116K	0.01%	830
2023 Q4	$418K	Buy	+10,223	New	+$401K	0.02%	667

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

Principal Securities's GLDM Position: Q2 2026 in Review

Principal Securities reduced its SPDR Gold MiniShares Trust (GLDM) stake by 20% in Q2 2026, selling an estimated $108K and leaving 4,848 shares worth $385K. The position accounts for ﹤0.01% of the portfolio, ranked #1207.

Principal Securities first reported a position in GLDM in Q4 2023 and has held it in 11 quarters since. The position peaked at $723K in Q3 2025. 916 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Principal Securities held 4,848 shares of SPDR Gold MiniShares Trust worth $385K as of Q2 2026.
Principal Securities sold 1,211 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $108K.
SPDR Gold MiniShares Trust made up ﹤0.01% of Principal Securities's portfolio in Q2 2026, its #1207 holding.
Principal Securities first reported a position in SPDR Gold MiniShares Trust in Q4 2023 and has held it in 11 quarters since.
Principal Securities's SPDR Gold MiniShares Trust position peaked at $723K in Q3 2025.
916 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.