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

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

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. 417 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.
  • 417 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.