SIG
GLDM icon

Sargent Investment Group’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Sargent Investment 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 		$1.95M Buy
24,507
+882
+4% +$78.8K 0.23% 83
2026
Q1 		$2.19M Buy
23,625
+235
+1% +$22.7K 0.29% 69
2025
Q4 		$2M Sell
23,390
-910
-4% -$74.8K 0.25% 70
2025
Q3 		$1.86M Buy
24,300
+675
+3% +$46.3K 0.26% 72
2025
Q2 		$1.58M Sell
23,625
-4,105
-15% -$267K 0.21% 78
2025
Q1 		$1.72M Buy
27,730
+4,715
+20% +$268K 0.27% 71
2024
Q4 		$1.21M Buy
23,015
+4,000
+21% +$211K 0.2% 88
2024
Q3 		$991K Sell
19,015
-161
-0.8% -$7.91K 0.18% 86
2024
Q2 		$884K Buy
19,176
+95
+0.5% +$4.4K 0.18% 88
2024
Q1 		$841K Hold
19,081
– – 0.18% 91
2023
Q4 		$781K Hold
19,081
– – 0.17% 104
2023
Q3 		$700K Hold
19,081
– – 0.17% 103
2023
Q2 		$727K Sell
19,081
-32
-0.2% -$1.26K 0.18% 101
2023
Q1 		$753K Buy
+19,113
New +$718K 0.2% 93
2022
Q4 		– Sell
-16,135
Closed -$549K – 201
2022
Q3 		$549K Hold
16,135
– – 0.17% 101
2022
Q2 		$579K Sell
16,135
-1,025
-6% -$38.1K 0.18% 100
2022
Q1 		$660K Buy
+17,160
New +$641K 0.17% 102
2021
Q4 		– Sell
-21,772
Closed -$760K – 194
2021
Q3 		$760K Sell
21,772
-38,611
-64% -$1.37M 0.18% 94
2021
Q2 		$2.13M Buy
60,383
+5,305
+10% +$192K 0.5% 42
2021
Q1 		$1.87M Buy
55,078
+10,161
+23% +$363K 0.49% 43
2020
Q4 		$1.7M Buy
44,917
+10,788
+32% +$403K 0.54% 38
2020
Q3 		$1.28M Buy
34,129
+9,054
+36% +$345K 0.47% 47
2020
Q2 		$886K Buy
25,075
+16,562
+195% +$566K 0.33% 58
2020
Q1 		$268K Sell
8,513
-4,700
-36% -$148K 0.12% 116
2019
Q4 		$400K Buy
+13,213
New +$391K 0.15% 107

Other funds holding GLDM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
State Street
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sargent Investment Group's GLDM Position: Q2 2026 in Review

Sargent Investment Group increased its SPDR Gold MiniShares Trust (GLDM) stake by 3.7% in Q2 2026, buying an estimated $78.8K and bringing the position to 24,507 shares worth $1.95M. The position accounts for 0.23% of the portfolio, ranked #83.

Sargent Investment Group first reported a position in GLDM in Q4 2019 and has held it in 25 quarters since. The position peaked at $2.19M in Q1 2026. 920 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

  • Sargent Investment Group held 24,507 shares of SPDR Gold MiniShares Trust worth $1.95M as of Q2 2026.
  • Sargent Investment Group bought 882 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $78.8K.
  • SPDR Gold MiniShares Trust made up 0.23% of Sargent Investment Group's portfolio in Q2 2026, its #83 holding.
  • Sargent Investment Group first reported a position in SPDR Gold MiniShares Trust in Q4 2019 and has held it in 25 quarters since.
  • Sargent Investment Group's SPDR Gold MiniShares Trust position peaked at $2.19M in Q1 2026.
  • 920 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Sargent Investment Group's 13F filing for Q2 2026, filed 11 Aug 2026.