Rothschild Investment LLC’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Rothschild Investment LLC’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	$85.4K	Hold	1,075	–	–	﹤0.01%	1108
2026 Q1	$99.6K	Buy	1,075 +250	+30%	+$24.1K	0.01%	889
2025 Q4	$70.4K	Hold	825	–	–	﹤0.01%	928
2025 Q3	$63.1K	Hold	825	–	–	﹤0.01%	932
2025 Q2	$54.1K	Hold	825	–	–	﹤0.01%	763
2025 Q1	$51.1K	Hold	825	–	–	﹤0.01%	761
2024 Q4	$42.9K	Hold	825	–	–	﹤0.01%	817
2024 Q3	$43K	Hold	825	–	–	﹤0.01%	815
2024 Q2	$38K	Hold	825	–	–	﹤0.01%	816
2024 Q1	$36.3K	Hold	825	–	–	﹤0.01%	796
2023 Q4	$33.8K	Buy	+825	New	+$32.3K	﹤0.01%	740
2022 Q2	–	Sell	-7,175	Closed	-$276K	–	494
2022 Q1	$276K	Buy	7,175 +650	+10%	+$24.3K	0.02%	406
2021 Q4	$237K	Buy	+6,525	New	+$233K	0.02%	449
2020 Q4	–	Sell	-8,325	Closed	-$313K	–	461
2020 Q3	$313K	Buy	8,325 +1,500	+22%	+$57.2K	0.03%	330
2020 Q2	$242K	Buy	6,825 +1,825	+37%	+$62.4K	0.03%	353
2020 Q1	$157K	Hold	5,000	–	–	0.02%	389
2019 Q4	$151K	Hold	5,000	–	–	0.02%	432
2019 Q3	$147K	Buy	+5,000	New	+$147K	0.02%	365

Other funds holding GLDM

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

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

APSPRSPT

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Rothschild Investment LLC's GLDM Position: Q2 2026 in Review

Rothschild Investment LLC held its SPDR Gold MiniShares Trust (GLDM) position steady in Q2 2026 at 1,075 shares worth $85.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1108.

Rothschild Investment LLC first reported a position in GLDM in Q3 2019 and has held it in 18 quarters since. The position peaked at $313K in Q3 2020. 606 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Rothschild Investment LLC held 1,075 shares of SPDR Gold MiniShares Trust worth $85.4K as of Q2 2026.
Rothschild Investment LLC left its SPDR Gold MiniShares Trust share count unchanged in Q2 2026.
SPDR Gold MiniShares Trust made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1108 holding.
Rothschild Investment LLC first reported a position in SPDR Gold MiniShares Trust in Q3 2019 and has held it in 18 quarters since.
Rothschild Investment LLC's SPDR Gold MiniShares Trust position peaked at $313K in Q3 2020.
606 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.