Roman Butler Fullerton & Co’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Roman Butler Fullerton & Co’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	$455K	Buy	5,750 +2,256	+65%	+$201K	0.11%	193
2026 Q1	$327K	Sell	3,494 -2,066	-37%	-$199K	0.09%	210
2025 Q4	$541K	Sell	5,560 -395	-7%	-$32.5K	0.14%	161
2025 Q3	$465K	Buy	+5,955	New	+$408K	0.12%	163
2025 Q2	–	Sell	-7,506	Closed	-$480K	–	253
2025 Q1	$480K	Buy	+7,506	New	+$426K	0.19%	123

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

Roman Butler Fullerton & Co's GLDM Position: Q2 2026 in Review

Roman Butler Fullerton & Co increased its SPDR Gold MiniShares Trust (GLDM) stake by 65% in Q2 2026, buying an estimated $201K and bringing the position to 5,750 shares worth $455K. The position accounts for 0.11% of the portfolio, ranked #193.

Roman Butler Fullerton & Co first reported a position in GLDM in Q1 2025 and has held it in 5 quarters since. The position peaked at $541K in Q4 2025. 912 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Roman Butler Fullerton & Co held 5,750 shares of SPDR Gold MiniShares Trust worth $455K as of Q2 2026.
Roman Butler Fullerton & Co bought 2,256 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $201K.
SPDR Gold MiniShares Trust made up 0.11% of Roman Butler Fullerton & Co's portfolio in Q2 2026, its #193 holding.
Roman Butler Fullerton & Co first reported a position in SPDR Gold MiniShares Trust in Q1 2025 and has held it in 5 quarters since.
Roman Butler Fullerton & Co's SPDR Gold MiniShares Trust position peaked at $541K in Q4 2025.
912 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Roman Butler Fullerton & Co's 13F filing for Q2 2026, filed 6 Aug 2026.