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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

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
LLI
LTS Liquid Investments Nassau $187M AUM
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 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. 170 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.
  • 170 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.