Segment Wealth Management’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Segment Wealth 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	$754K	Sell	9,500 -55,500	-85%	-$4.96M	0.04%	196
2026 Q1	$6.02M	Sell	65,000 -1,353	-2%	-$130K	0.35%	70
2025 Q4	$5.66M	Sell	66,353 -175	-0.3%	-$14.4K	0.33%	70
2025 Q3	$5.09M	Buy	66,528 +269	+0.4%	+$18.4K	0.3%	73
2025 Q2	$4.34M	Buy	66,259 +105	+0.2%	+$6.83K	0.28%	76
2025 Q1	$4.09M	Buy	66,154 +56,654	+596%	+$3.22M	0.28%	76
2024 Q4	$494K	Hold	9,500	–	–	0.03%	195
2024 Q3	$495K	Hold	9,500	–	–	0.03%	187
2024 Q2	$438K	Hold	9,500	–	–	0.03%	188
2024 Q1	$418K	Hold	9,500	–	–	0.03%	189
2023 Q4	$389K	Hold	9,500	–	–	0.03%	191
2023 Q3	$348K	Hold	9,500	–	–	0.04%	176
2023 Q2	$362K	Sell	9,500 -1,350	-12%	-$53K	0.04%	169
2023 Q1	$424K	Hold	10,850	–	–	0.05%	150
2022 Q4	$393K	Sell	10,850 -2,050	-16%	-$70.4K	0.05%	160
2022 Q3	$425K	Hold	12,900	–	–	0.05%	149
2022 Q2	$463K	Hold	12,900	–	–	0.06%	141
2022 Q1	$496K	Buy	12,900 +2,750	+27%	+$103K	0.05%	166
2021 Q4	$369K	Hold	10,150	–	–	0.04%	188
2021 Q3	$354K	Hold	10,150	–	–	0.04%	179
2021 Q2	$357K	Hold	10,150	–	–	0.04%	184
2021 Q1	$345K	Hold	10,150	–	–	0.05%	178
2020 Q4	$384K	Hold	10,150	–	–	0.06%	156
2020 Q3	$382K	Hold	10,150	–	–	0.06%	149
2020 Q2	$361K	Sell	10,150 -178,958	-95%	-$6.12M	0.07%	150
2020 Q1	$5.95M	Buy	189,108 +8,698	+5%	+$274K	1.32%	21
2019 Q4	$5.46M	Buy	180,410 +998	+0.6%	+$29.5K	0.92%	35
2019 Q3	$5.28M	Buy	+179,412	New	+$5.28M	1.03%	30

Other funds holding GLDM

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

CWA

Continuum Wealth Advisors Saratoga Springs, New York $296M AUM 24.77% 1-Year Est. Return

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

LLI

LTS Liquid Investments Nassau $187M AUM

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Segment Wealth Management's GLDM Position: Q2 2026 in Review

Segment Wealth Management reduced its SPDR Gold MiniShares Trust (GLDM) stake by 85% in Q2 2026, selling an estimated $4.96M and leaving 9,500 shares worth $754K. The position accounts for 0.04% of the portfolio, ranked #196.

Segment Wealth Management first reported a position in GLDM in Q3 2019 and has held it in 28 quarters since. The position peaked at $6.02M in Q1 2026. 216 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Segment Wealth Management held 9,500 shares of SPDR Gold MiniShares Trust worth $754K as of Q2 2026.
Segment Wealth Management sold 55,500 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $4.96M.
SPDR Gold MiniShares Trust made up 0.04% of Segment Wealth Management's portfolio in Q2 2026, its #196 holding.
Segment Wealth Management first reported a position in SPDR Gold MiniShares Trust in Q3 2019 and has held it in 28 quarters since.
Segment Wealth Management's SPDR Gold MiniShares Trust position peaked at $6.02M in Q1 2026.
216 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.