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

Shira Ridge 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	$2.1M	Sell	26,379 -11,951	-31%	-$1.07M	0.73%	24
2026 Q1	$3.55M	Sell	38,330 -6,905	-15%	-$666K	1.41%	19
2025 Q4	$3.86M	Buy	45,235 +1,647	+4%	+$135K	1.55%	18
2025 Q3	$3.33M	Buy	43,588 +3,072	+8%	+$211K	1.41%	20
2025 Q2	$2.65M	Buy	40,516 +5,297	+15%	+$345K	1.21%	23
2025 Q1	$2.18M	Buy	+35,219	New	+$2M	1.09%	24

Other funds holding GLDM

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

SEIA

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

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

FFA

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

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

Shira Ridge Wealth Management's GLDM Position: Q2 2026 in Review

Shira Ridge Wealth Management reduced its SPDR Gold MiniShares Trust (GLDM) stake by 31% in Q2 2026, selling an estimated $1.07M and leaving 26,379 shares worth $2.1M. The position accounts for 0.73% of the portfolio, ranked #24.

Shira Ridge Wealth Management first reported a position in GLDM in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.86M in Q4 2025. 362 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Shira Ridge Wealth Management held 26,379 shares of SPDR Gold MiniShares Trust worth $2.1M as of Q2 2026.
Shira Ridge Wealth Management sold 11,951 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $1.07M.
SPDR Gold MiniShares Trust made up 0.73% of Shira Ridge Wealth Management's portfolio in Q2 2026, its #24 holding.
Shira Ridge Wealth Management first reported a position in SPDR Gold MiniShares Trust in Q1 2025 and has held it in 6 quarters since.
Shira Ridge Wealth Management's SPDR Gold MiniShares Trust position peaked at $3.86M in Q4 2025.
362 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Shira Ridge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.