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Retirement Income Solutions’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Retirement Income Solutions’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 		$12M Hold
129,822
– – 2.07% 9
2026
Q1 		$12M Sell
129,822
-1,724
-1% -$166K 2.06% 9
2025
Q4 		$11.2M Sell
131,546
-2,047
-2% -$168K 1.9% 9
2025
Q3 		$10.2M Sell
133,593
-1,628
-1% -$112K 1.75% 9
2025
Q2 		$8.86M Buy
135,221
+337
+0.2% +$21.9K 1.63% 10
2025
Q1 		$8.35M Buy
134,884
+1,225
+0.9% +$69.6K 1.75% 9
2024
Q4 		$6.95M Buy
133,659
+349
+0.3% +$18.4K 1.4% 10
2024
Q3 		$6.95M Buy
133,310
+1,202
+0.9% +$59K 1.59% 10
2024
Q2 		$6.09M Sell
132,108
-5,956
-4% -$276K 1.47% 11
2024
Q1 		$6.08M Sell
138,064
-1,437
-1% -$59K 1.38% 13
2023
Q4 		$5.71M Sell
139,501
-540
-0.4% -$21.2K 1.42% 13
2023
Q3 		$5.13M Sell
140,041
-4,266
-3% -$163K 1.44% 14
2023
Q2 		$5.5M Sell
144,307
-1,072
-0.7% -$42.1K 1.47% 12
2023
Q1 		$5.69M Sell
145,379
-2,989
-2% -$112K 1.66% 10
2022
Q4 		$5.37M Sell
148,368
-6,272
-4% -$216K 1.71% 12
2022
Q3 		$5.1M Sell
154,640
-1,228
-0.8% -$42.1K 1.83% 12
2022
Q2 		$5.59M Buy
155,868
+326
+0.2% +$12.1K 1.99% 11
2022
Q1 		$5.98M Sell
155,542
-3,682
-2% -$137K 1.65% 12
2021
Q4 		$5.79M Sell
159,224
-35,147
-18% -$1.26M 1.55% 13
2021
Q3 		$6.79M Sell
194,371
-1,706
-0.9% -$60.7K 2.27% 12
2021
Q2 		$6.91M Sell
196,077
-17,160
-8% -$620K 2.36% 12
2021
Q1 		$7.25M Sell
213,237
-701
-0.3% -$25K 2.5% 9
2020
Q4 		$8.1M Sell
213,938
-2,109
-1% -$78.8K 2.94% 6
2020
Q3 		$8.12M Buy
216,047
+7,582
+4% +$289K 3.6% 5
2020
Q2 		$7.41M Buy
+208,465
New +$7.13M 3.13% 6

Other funds holding GLDM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
State Street
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Retirement Income Solutions's GLDM Position: Q2 2026 in Review

Retirement Income Solutions held its SPDR Gold MiniShares Trust (GLDM) position steady in Q2 2026 at 129,822 shares worth $12M. The position accounts for 2.07% of the portfolio, ranked #9.

Retirement Income Solutions first reported a position in GLDM in Q2 2020 and has held it in 25 quarters since. 920 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

  • Retirement Income Solutions held 129,822 shares of SPDR Gold MiniShares Trust worth $12M as of Q2 2026.
  • Retirement Income Solutions left its SPDR Gold MiniShares Trust share count unchanged in Q2 2026.
  • SPDR Gold MiniShares Trust made up 2.07% of Retirement Income Solutions's portfolio in Q2 2026, its #9 holding.
  • Retirement Income Solutions first reported a position in SPDR Gold MiniShares Trust in Q2 2020 and has held it in 25 quarters since.
  • 920 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Retirement Income Solutions's 13F filing for Q2 2026, filed 3 Aug 2026.