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

Quantum 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	$13.2M	Sell	166,254 -7,091	-4%	-$633K	1.31%	20
2026 Q1	$16.1M	Buy	173,345 +7,091	+4%	+$684K	1.8%	19
2025 Q4	$14.2M	Buy	166,254 +65,929	+66%	+$5.42M	1.59%	20
2025 Q3	$7.67M	Buy	100,325 +9,581	+11%	+$657K	0.93%	23
2025 Q2	$5.95M	Buy	+90,744	New	+$5.91M	0.8%	27

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

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

Quantum Financial Advisors reduced its SPDR Gold MiniShares Trust (GLDM) stake by 4.1% in Q2 2026, selling an estimated $633K and leaving 166,254 shares worth $13.2M. The position accounts for 1.31% of the portfolio, ranked #20.

Quantum Financial Advisors first reported a position in GLDM in Q2 2025 and has held it in 5 quarters since. The position peaked at $16.1M in Q1 2026. 915 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Quantum Financial Advisors held 166,254 shares of SPDR Gold MiniShares Trust worth $13.2M as of Q2 2026.
Quantum Financial Advisors sold 7,091 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $633K.
SPDR Gold MiniShares Trust made up 1.31% of Quantum Financial Advisors's portfolio in Q2 2026, its #20 holding.
Quantum Financial Advisors first reported a position in SPDR Gold MiniShares Trust in Q2 2025 and has held it in 5 quarters since.
Quantum Financial Advisors's SPDR Gold MiniShares Trust position peaked at $16.1M in Q1 2026.
915 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Quantum Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.