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

SFG 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	–	Sell	-2,215	Closed	-$205K	–	118
2026 Q1	$205K	Buy	+2,215	New	+$214K	0.08%	99
2022 Q3	–	Sell	-6,984	Closed	-$251K	–	87
2022 Q2	$251K	Buy	+6,984	New	+$260K	0.29%	65
2022 Q1	–	Sell	-53,645	Closed	-$1.95M	–	94
2021 Q4	$1.95M	Buy	+53,645	New	+$1.92M	1.74%	20

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

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

SFG Wealth Management sold out of SPDR Gold MiniShares Trust (GLDM) in Q2 2026, closing a stake of 2,215 shares — an estimated $205K sold.

SFG Wealth Management first reported a position in GLDM in Q4 2021 and held it in 3 quarters. The position peaked at $1.95M in Q4 2021. 919 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

SFG Wealth Management reported no remaining SPDR Gold MiniShares Trust position as of Q2 2026 after selling out during the quarter.
SFG Wealth Management sold 2,215 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $205K.
SFG Wealth Management first reported a position in SPDR Gold MiniShares Trust in Q4 2021 and held it in 3 quarters.
SFG Wealth Management's SPDR Gold MiniShares Trust position peaked at $1.95M in Q4 2021.
919 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on SFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.