RWA Wealth Partners’s SPDR Gold MiniShares Trust GLDM Stock Holding History

RWA Wealth 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	$882K	Sell	11,107 -3,659	-25%	-$327K	0.01%	373
2026 Q1	$1.37M	Sell	14,766 -34,995	-70%	-$3.38M	0.02%	305
2025 Q4	$4.25M	Sell	49,761 -6,319	-11%	-$519K	0.05%	183
2025 Q3	$4.29M	Sell	56,080 -3,438	-6%	-$236K	0.05%	188
2025 Q2	$3.9M	Buy	59,518 +25,453	+75%	+$1.66M	0.05%	183
2025 Q1	$2.11M	Buy	34,065 +3,384	+11%	+$192K	0.03%	241
2024 Q4	$1.6M	Buy	30,681 +25,448	+486%	+$1.34M	0.02%	272
2024 Q3	$273K	Buy	+5,233	New	+$257K	﹤0.01%	493
2021 Q1	–	Sell	-27,893	Closed	-$1.06M	–	241
2020 Q4	$1.06M	Hold	27,893	–	–	0.09%	116
2020 Q3	$1.05M	Buy	27,893 +10,359	+59%	+$395K	0.11%	103
2020 Q2	$623K	Buy	+17,534	New	+$600K	0.08%	126

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

RWA Wealth Partners's GLDM Position: Q2 2026 in Review

RWA Wealth Partners reduced its SPDR Gold MiniShares Trust (GLDM) stake by 25% in Q2 2026, selling an estimated $327K and leaving 11,107 shares worth $882K. The position accounts for 0.01% of the portfolio, ranked #373.

RWA Wealth Partners first reported a position in GLDM in Q2 2020 and has held it in 11 quarters since. The position peaked at $4.29M in Q3 2025. 916 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

RWA Wealth Partners held 11,107 shares of SPDR Gold MiniShares Trust worth $882K as of Q2 2026.
RWA Wealth Partners sold 3,659 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $327K.
SPDR Gold MiniShares Trust made up 0.01% of RWA Wealth Partners's portfolio in Q2 2026, its #373 holding.
RWA Wealth Partners first reported a position in SPDR Gold MiniShares Trust in Q2 2020 and has held it in 11 quarters since.
RWA Wealth Partners's SPDR Gold MiniShares Trust position peaked at $4.29M in Q3 2025.
916 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.