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

Refined Wealth 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	$244K	Hold	3,072	–	–	0.15%	42
2026 Q1	$285K	Hold	3,072	–	–	0.18%	38
2025 Q4	$262K	Hold	3,072	–	–	0.18%	34
2025 Q3	$235K	Hold	3,072	–	–	0.15%	31
2025 Q2	$201K	Buy	+3,072	New	+$200K	0.14%	30

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

Refined Wealth Management's GLDM Position: Q2 2026 in Review

Refined Wealth Management held its SPDR Gold MiniShares Trust (GLDM) position steady in Q2 2026 at 3,072 shares worth $244K. The position accounts for 0.15% of the portfolio, ranked #42.

Refined Wealth Management first reported a position in GLDM in Q2 2025 and has held it in 5 quarters since. The position peaked at $285K in Q1 2026. 916 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Refined Wealth Management held 3,072 shares of SPDR Gold MiniShares Trust worth $244K as of Q2 2026.
Refined Wealth Management left its SPDR Gold MiniShares Trust share count unchanged in Q2 2026.
SPDR Gold MiniShares Trust made up 0.15% of Refined Wealth Management's portfolio in Q2 2026, its #42 holding.
Refined Wealth Management first reported a position in SPDR Gold MiniShares Trust in Q2 2025 and has held it in 5 quarters since.
Refined Wealth Management's SPDR Gold MiniShares Trust position peaked at $285K in Q1 2026.
916 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Refined Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.