Richards, Merrill & Peterson’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Richards, Merrill & Peterson’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	$903K	Buy	11,365 +6,025	+113%	+$538K	0.29%	91
2026 Q1	$495K	Hold	5,340	–	–	0.18%	121
2025 Q4	$456K	Buy	5,340 +1,440	+37%	+$118K	0.17%	119
2025 Q3	$298K	Hold	3,900	–	–	0.13%	135
2025 Q2	$256K	Hold	3,900	–	–	0.12%	140
2025 Q1	$241K	Buy	3,900 +3,100	+388%	+$176K	0.13%	138
2024 Q4	$41.6K	Buy	+800	New	+$42.2K	0.02%	259

Other funds holding GLDM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

RAM

Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Richards, Merrill & Peterson's GLDM Position: Q2 2026 in Review

Richards, Merrill & Peterson increased its SPDR Gold MiniShares Trust (GLDM) stake by 113% in Q2 2026, buying an estimated $538K and bringing the position to 11,365 shares worth $903K. The position accounts for 0.29% of the portfolio, ranked #91.

Richards, Merrill & Peterson first reported a position in GLDM in Q4 2024 and has held it in 7 quarters since. 436 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Richards, Merrill & Peterson held 11,365 shares of SPDR Gold MiniShares Trust worth $903K as of Q2 2026.
Richards, Merrill & Peterson bought 6,025 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $538K.
SPDR Gold MiniShares Trust made up 0.29% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #91 holding.
Richards, Merrill & Peterson first reported a position in SPDR Gold MiniShares Trust in Q4 2024 and has held it in 7 quarters since.
436 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.