Secure Asset Management’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Secure Asset Management’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	$8.17M	Buy	+102,922	New	+$9.19M	1.15%	18
2024 Q4	–	Sell	-4,099	Closed	-$214K	–	332
2024 Q3	$214K	Sell	4,099 -242	-6%	-$11.9K	0.04%	289
2024 Q2	$200K	Buy	+4,341	New	+$201K	0.04%	275
2023 Q2	–	Sell	-6,296	Closed	-$246K	–	193
2023 Q1	$246K	Buy	+6,296	New	+$236K	0.08%	162
2022 Q2	–	Sell	-5,850	Closed	-$225K	–	190
2022 Q1	$225K	Sell	5,850 -137	-2%	-$5.12K	0.1%	179
2021 Q4	$218K	Buy	5,987 +752	+14%	+$26.9K	0.09%	189
2021 Q3	$183K	Buy	+5,235	New	+$186K	0.09%	173
2021 Q1	–	Sell	-6,125	Closed	-$232K	–	183
2020 Q4	$232K	Buy	+6,125	New	+$229K	0.14%	139

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

Secure Asset Management's GLDM Position: Q2 2026 in Review

Secure Asset Management opened a new position in SPDR Gold MiniShares Trust (GLDM) in Q2 2026: 102,922 shares worth $8.17M. The stake represents 1.15% of the portfolio and ranks #18 among its holdings. This is a return to the name: Secure Asset Management previously reported a position in GLDM as recently as Q3 2024.

Secure Asset Management first reported a position in GLDM in Q4 2020 and has held it in 8 quarters since. 913 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Secure Asset Management held 102,922 shares of SPDR Gold MiniShares Trust worth $8.17M as of Q2 2026.
SPDR Gold MiniShares Trust was a new Secure Asset Management position in Q2 2026.
SPDR Gold MiniShares Trust made up 1.15% of Secure Asset Management's portfolio in Q2 2026, its #18 holding.
Secure Asset Management first reported a position in SPDR Gold MiniShares Trust in Q4 2020 and has held it in 8 quarters since.
913 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.