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

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

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. 917 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.
917 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.