Professional Financial Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Professional Financial 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	$269K	Buy	3,386 +60	+2%	+$5.36K	0.05%	120
2026 Q1	$308K	Buy	3,326 +21	+0.6%	+$2.02K	0.06%	106
2025 Q4	$282K	Sell	3,305 -10	-0.3%	-$822	0.06%	107
2025 Q3	$253K	Buy	3,315 +53	+2%	+$3.63K	0.05%	113
2025 Q2	$214K	Buy	+3,262	New	+$212K	0.05%	113
2022 Q4	–	Sell	-3,266	Closed	-$108K	–	224
2022 Q3	$108K	Sell	3,266 -18	-0.5%	-$617	0.07%	96
2022 Q2	$118K	Sell	3,284 -5	-0.2%	-$186	0.07%	100
2022 Q1	$127K	Buy	3,289 +589	+22%	+$22K	0.05%	98
2021 Q4	$98K	Hold	2,700	–	–	0.04%	132
2021 Q3	$94K	Sell	2,700 -343	-11%	-$12.2K	0.05%	114
2021 Q2	$107K	Hold	3,043	–	–	0.06%	114
2021 Q1	$103K	Sell	3,043 -8,169	-73%	-$292K	0.06%	105
2020 Q4	$425K	Hold	11,212	–	–	0.33%	56
2020 Q3	$420K	Buy	11,212 +3,704	+49%	+$141K	0.39%	51
2020 Q2	$267K	Buy	+7,508	New	+$257K	0.35%	52
2020 Q1	–	Sell	-10,573	Closed	-$320K	–	57
2019 Q4	$320K	Buy	+10,573	New	+$313K	0.3%	63

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

Professional Financial Advisors's GLDM Position: Q2 2026 in Review

Professional Financial Advisors increased its SPDR Gold MiniShares Trust (GLDM) stake by 1.8% in Q2 2026, buying an estimated $5.36K and bringing the position to 3,386 shares worth $269K. The position accounts for 0.05% of the portfolio, ranked #120.

Professional Financial Advisors first reported a position in GLDM in Q4 2019 and has held it in 16 quarters since. The position peaked at $425K in Q4 2020. 913 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Professional Financial Advisors held 3,386 shares of SPDR Gold MiniShares Trust worth $269K as of Q2 2026.
Professional Financial Advisors bought 60 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $5.36K.
SPDR Gold MiniShares Trust made up 0.05% of Professional Financial Advisors's portfolio in Q2 2026, its #120 holding.
Professional Financial Advisors first reported a position in SPDR Gold MiniShares Trust in Q4 2019 and has held it in 16 quarters since.
Professional Financial Advisors's SPDR Gold MiniShares Trust position peaked at $425K in Q4 2020.
913 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Professional Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.