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Root Financial Partners’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Root Financial Partners’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 		– Sell
-917
Closed -$85K – 1521
2026
Q1 		$85K Buy
917
+554
+153% +$53.4K ﹤0.01% 632
2025
Q4 		$31K Buy
363
+307
+548% +$25.2K ﹤0.01% 926
2025
Q3 		$4.28K Buy
+56
New +$3.84K ﹤0.01% 1780

Other funds holding GLDM

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
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Root Financial Partners's GLDM Position: Q2 2026 in Review

Root Financial Partners sold out of SPDR Gold MiniShares Trust (GLDM) in Q2 2026, closing a stake of 917 shares — an estimated $85K sold.

Root Financial Partners first reported a position in GLDM in Q3 2025 and held it in 3 quarters. The position peaked at $85K in Q1 2026. 382 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

  • Root Financial Partners reported no remaining SPDR Gold MiniShares Trust position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 917 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $85K.
  • Root Financial Partners first reported a position in SPDR Gold MiniShares Trust in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's SPDR Gold MiniShares Trust position peaked at $85K in Q1 2026.
  • 382 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.