Richardson Financial Services’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Richardson Financial Services’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	$208K	Sell	2,619 -26	-1%	-$2.32K	0.12%	161
2026 Q1	$245K	Sell	2,645 -150	-5%	-$14.5K	0.15%	136
2025 Q4	$239K	Buy	+2,795	New	+$230K	0.08%	143
2025 Q3	–	Sell	-3,227	Closed	-$213K	–	546
2025 Q2	$213K	Sell	3,227 -2,009	-38%	-$131K	0.14%	145
2025 Q1	$324K	Buy	+5,236	New	+$297K	0.25%	110
2024 Q2	–	Sell	-6,848	Closed	-$302K	–	604
2024 Q1	$302K	Buy	6,848 +582	+9%	+$23.9K	0.21%	110
2023 Q4	$256K	Buy	+6,266	New	+$246K	0.22%	103

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

Richardson Financial Services's GLDM Position: Q2 2026 in Review

Richardson Financial Services reduced its SPDR Gold MiniShares Trust (GLDM) stake by 0.98% in Q2 2026, selling an estimated $2.32K and leaving 2,619 shares worth $208K. The position accounts for 0.12% of the portfolio, ranked #161.

Richardson Financial Services first reported a position in GLDM in Q4 2023 and has held it in 7 quarters since. The position peaked at $324K in Q1 2025. 916 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Richardson Financial Services held 2,619 shares of SPDR Gold MiniShares Trust worth $208K as of Q2 2026.
Richardson Financial Services sold 26 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $2.32K.
SPDR Gold MiniShares Trust made up 0.12% of Richardson Financial Services's portfolio in Q2 2026, its #161 holding.
Richardson Financial Services first reported a position in SPDR Gold MiniShares Trust in Q4 2023 and has held it in 7 quarters since.
Richardson Financial Services's SPDR Gold MiniShares Trust position peaked at $324K in Q1 2025.
916 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.