RWB
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RMR Wealth Builders’s SPDR Gold MiniShares Trust GLDM Stock Holding History

RMR Wealth Builders’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 		$869K Sell
10,946
-87
-0.8% -$7.77K 0.05% 141
2026
Q1 		$1.02M Buy
11,033
+2,710
+33% +$261K 0.08% 114
2025
Q4 		$711K Buy
8,323
+1,707
+26% +$140K 0.06% 141
2025
Q3 		$506K Buy
+6,616
New +$453K 0.04% 168

Other funds holding GLDM

Sumitomo Mitsui Trust Group
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
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Asset Management One
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

RMR Wealth Builders's GLDM Position: Q2 2026 in Review

RMR Wealth Builders reduced its SPDR Gold MiniShares Trust (GLDM) stake by 0.79% in Q2 2026, selling an estimated $7.77K and leaving 10,946 shares worth $869K. The position accounts for 0.05% of the portfolio, ranked #141.

RMR Wealth Builders first reported a position in GLDM in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.02M in Q1 2026. 393 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

  • RMR Wealth Builders held 10,946 shares of SPDR Gold MiniShares Trust worth $869K as of Q2 2026.
  • RMR Wealth Builders sold 87 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $7.77K.
  • SPDR Gold MiniShares Trust made up 0.05% of RMR Wealth Builders's portfolio in Q2 2026, its #141 holding.
  • RMR Wealth Builders first reported a position in SPDR Gold MiniShares Trust in Q3 2025 and has held it in 4 quarters since.
  • RMR Wealth Builders's SPDR Gold MiniShares Trust position peaked at $1.02M in Q1 2026.
  • 393 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.