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

Selective 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	$503K	Hold	6,328	–	–	0.13%	80
2026 Q1	$569K	Buy	6,328 +726	+13%	+$70K	0.17%	68
2025 Q4	$511K	Buy	5,602 +491	+10%	+$40.4K	0.16%	63
2025 Q3	$403K	Hold	5,111	–	–	0.13%	68
2025 Q2	$336K	Buy	5,111 +626	+14%	+$40.7K	0.12%	77
2025 Q1	$287K	Buy	4,485 +117	+3%	+$6.64K	0.12%	77
2024 Q4	$232K	Hold	4,368	–	–	0.09%	95
2024 Q3	$227K	Hold	4,368	–	–	0.09%	97
2024 Q2	$205K	Buy	+4,368	New	+$202K	0.09%	99
2022 Q4	–	Sell	-81	Closed	-$3K	–	351
2022 Q3	$3K	Hold	81	–	–	﹤0.01%	633
2022 Q2	$3K	Buy	+81	New	+$3.01K	﹤0.01%	669

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

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

Selective Wealth Management held its SPDR Gold MiniShares Trust (GLDM) position steady in Q2 2026 at 6,328 shares worth $503K. The position accounts for 0.13% of the portfolio, ranked #80.

Selective Wealth Management first reported a position in GLDM in Q2 2022 and has held it in 11 quarters since. The position peaked at $569K in Q1 2026. 917 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Selective Wealth Management held 6,328 shares of SPDR Gold MiniShares Trust worth $503K as of Q2 2026.
Selective Wealth Management left its SPDR Gold MiniShares Trust share count unchanged in Q2 2026.
SPDR Gold MiniShares Trust made up 0.13% of Selective Wealth Management's portfolio in Q2 2026, its #80 holding.
Selective Wealth Management first reported a position in SPDR Gold MiniShares Trust in Q2 2022 and has held it in 11 quarters since.
Selective Wealth Management's SPDR Gold MiniShares Trust position peaked at $569K in Q1 2026.
917 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Selective Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.