Private Wealth Asset Management’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Private Wealth Asset Management’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	$111K	Hold	1,400	–	–	0.01%	322
2026 Q1	$130K	Hold	1,400	–	–	0.01%	300
2025 Q4	$120K	Hold	1,400	–	–	0.01%	309
2025 Q3	$107K	Hold	1,400	–	–	0.01%	300
2025 Q2	$91.7K	Hold	1,400	–	–	0.01%	318
2025 Q1	$86.6K	Buy	+1,400	New	+$79.5K	0.01%	312

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

Private Wealth Asset Management's GLDM Position: Q2 2026 in Review

Private Wealth Asset Management held its SPDR Gold MiniShares Trust (GLDM) position steady in Q2 2026 at 1,400 shares worth $111K. The position accounts for 0.01% of the portfolio, ranked #322.

Private Wealth Asset Management first reported a position in GLDM in Q1 2025 and has held it in 6 quarters since. The position peaked at $130K in Q1 2026. 910 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Private Wealth Asset Management held 1,400 shares of SPDR Gold MiniShares Trust worth $111K as of Q2 2026.
Private Wealth Asset Management left its SPDR Gold MiniShares Trust share count unchanged in Q2 2026.
SPDR Gold MiniShares Trust made up 0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #322 holding.
Private Wealth Asset Management first reported a position in SPDR Gold MiniShares Trust in Q1 2025 and has held it in 6 quarters since.
Private Wealth Asset Management's SPDR Gold MiniShares Trust position peaked at $130K in Q1 2026.
910 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.