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

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

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. 920 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.
920 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.