Sage Private Wealth Group’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Sage Private Wealth Group’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	$14.3M	Buy	179,875 +14,258	+9%	+$1.27M	6.42%	7
2026 Q1	$15.4M	Sell	165,617 -8,260	-5%	-$797K	7.73%	6
2025 Q4	$14.8M	Buy	173,877 +3,251	+2%	+$267K	7.98%	5
2025 Q3	$13M	Sell	170,626 -5,335	-3%	-$366K	7.25%	6
2025 Q2	$11.5M	Buy	+175,961	New	+$11.5M	7.39%	5

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

Sage Private Wealth Group's GLDM Position: Q2 2026 in Review

Sage Private Wealth Group increased its SPDR Gold MiniShares Trust (GLDM) stake by 8.6% in Q2 2026, buying an estimated $1.27M and bringing the position to 179,875 shares worth $14.3M. The position accounts for 6.42% of the portfolio, ranked #7.

Sage Private Wealth Group first reported a position in GLDM in Q2 2025 and has held it in 5 quarters since. The position peaked at $15.4M in Q1 2026. 916 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Sage Private Wealth Group held 179,875 shares of SPDR Gold MiniShares Trust worth $14.3M as of Q2 2026.
Sage Private Wealth Group bought 14,258 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $1.27M.
SPDR Gold MiniShares Trust made up 6.42% of Sage Private Wealth Group's portfolio in Q2 2026, its #7 holding.
Sage Private Wealth Group first reported a position in SPDR Gold MiniShares Trust in Q2 2025 and has held it in 5 quarters since.
Sage Private Wealth Group's SPDR Gold MiniShares Trust position peaked at $15.4M in Q1 2026.
916 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Sage Private Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.