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

Sheets Smith 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	$1.1M	Buy	13,851 +1,516	+12%	+$135K	0.11%	185
2026 Q1	$1.14M	Buy	12,335 +2,052	+20%	+$198K	0.13%	167
2025 Q4	$878K	Sell	10,283 -875	-8%	-$71.9K	0.1%	194
2025 Q3	$853K	Buy	11,158 +90	+0.8%	+$6.17K	0.1%	197
2025 Q2	$725K	Buy	11,068 +147	+1%	+$9.57K	0.08%	221
2025 Q1	$676K	Buy	+10,921	New	+$620K	0.08%	207
2024 Q2	–	Sell	-4,957	Closed	-$218K	–	387
2024 Q1	$218K	Hold	4,957	–	–	0.02%	359
2023 Q4	$203K	Buy	+4,957	New	+$194K	0.03%	326
2022 Q1	–	Sell	-31,952	Closed	-$1.16M	–	368
2021 Q4	$1.16M	Buy	+31,952	New	+$1.14M	0.14%	138

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

Sheets Smith Wealth Management's GLDM Position: Q2 2026 in Review

Sheets Smith Wealth Management increased its SPDR Gold MiniShares Trust (GLDM) stake by 12% in Q2 2026, buying an estimated $135K and bringing the position to 13,851 shares worth $1.1M. The position accounts for 0.11% of the portfolio, ranked #185.

Sheets Smith Wealth Management first reported a position in GLDM in Q4 2021 and has held it in 9 quarters since. The position peaked at $1.16M in Q4 2021. 913 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Sheets Smith Wealth Management held 13,851 shares of SPDR Gold MiniShares Trust worth $1.1M as of Q2 2026.
Sheets Smith Wealth Management bought 1,516 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $135K.
SPDR Gold MiniShares Trust made up 0.11% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #185 holding.
Sheets Smith Wealth Management first reported a position in SPDR Gold MiniShares Trust in Q4 2021 and has held it in 9 quarters since.
Sheets Smith Wealth Management's SPDR Gold MiniShares Trust position peaked at $1.16M in Q4 2021.
913 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

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