Relyea Zuckerberg Hanson’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Relyea Zuckerberg Hanson’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	$5.07M	Buy	63,878 +478	+0.8%	+$42.7K	0.42%	43
2026 Q1	$5.88M	Buy	63,400 +7,972	+14%	+$769K	0.59%	41
2025 Q4	$4.73M	Buy	55,428 +14,340	+35%	+$1.18M	0.48%	40
2025 Q3	$3.14M	Buy	41,088 +16,212	+65%	+$1.11M	0.33%	50
2025 Q2	$1.63M	Buy	24,876 +8,072	+48%	+$525K	0.19%	76
2025 Q1	$1.04M	Buy	16,804 +5,624	+50%	+$319K	0.14%	89
2024 Q4	$581K	Buy	+11,180	New	+$590K	0.08%	132

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

Relyea Zuckerberg Hanson's GLDM Position: Q2 2026 in Review

Relyea Zuckerberg Hanson increased its SPDR Gold MiniShares Trust (GLDM) stake by 0.75% in Q2 2026, buying an estimated $42.7K and bringing the position to 63,878 shares worth $5.07M. The position accounts for 0.42% of the portfolio, ranked #43.

Relyea Zuckerberg Hanson first reported a position in GLDM in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.88M in Q1 2026. 912 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Relyea Zuckerberg Hanson held 63,878 shares of SPDR Gold MiniShares Trust worth $5.07M as of Q2 2026.
Relyea Zuckerberg Hanson bought 478 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $42.7K.
SPDR Gold MiniShares Trust made up 0.42% of Relyea Zuckerberg Hanson's portfolio in Q2 2026, its #43 holding.
Relyea Zuckerberg Hanson first reported a position in SPDR Gold MiniShares Trust in Q4 2024 and has held it in 7 quarters since.
Relyea Zuckerberg Hanson's SPDR Gold MiniShares Trust position peaked at $5.88M in Q1 2026.
912 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2026, filed 16 Jul 2026.