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Rodgers & Associates’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Rodgers & Associates’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 		$228K Hold
2,875
– – 0.02% 97
2026
Q1 		$266K Hold
2,875
– – 0.03% 90
2025
Q4 		$245K Sell
2,875
-215
-7% -$17.7K 0.02% 93
2025
Q3 		$236K Buy
+3,090
New +$212K 0.02% 97

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

Rodgers & Associates's GLDM Position: Q2 2026 in Review

Rodgers & Associates held its SPDR Gold MiniShares Trust (GLDM) position steady in Q2 2026 at 2,875 shares worth $228K. The position accounts for 0.02% of the portfolio, ranked #97.

Rodgers & Associates first reported a position in GLDM in Q3 2025 and has held it in 4 quarters since. The position peaked at $266K in Q1 2026. 436 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

  • Rodgers & Associates held 2,875 shares of SPDR Gold MiniShares Trust worth $228K as of Q2 2026.
  • Rodgers & Associates left its SPDR Gold MiniShares Trust share count unchanged in Q2 2026.
  • SPDR Gold MiniShares Trust made up 0.02% of Rodgers & Associates's portfolio in Q2 2026, its #97 holding.
  • Rodgers & Associates first reported a position in SPDR Gold MiniShares Trust in Q3 2025 and has held it in 4 quarters since.
  • Rodgers & Associates's SPDR Gold MiniShares Trust position peaked at $266K in Q1 2026.
  • 436 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Rodgers & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.