ShoreHaven Wealth Partners’s SPDR Gold MiniShares Trust GLDM Stock Holding History

ShoreHaven Wealth Partners’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	$431K	Hold	5,433	–	–	0.14%	74
2026 Q1	$504K	Sell	5,433 -17	-0.3%	-$1.64K	0.18%	72
2025 Q4	$465K	Hold	5,450	–	–	0.17%	73
2025 Q3	$417K	Hold	5,450	–	–	0.15%	72
2025 Q2	$357K	Hold	5,450	–	–	0.15%	72
2025 Q1	$337K	Hold	5,450	–	–	0.16%	72
2024 Q4	$283K	Sell	5,450 -152	-3%	-$8.02K	0.13%	80
2024 Q3	$292K	Sell	5,602 -968	-15%	-$47.5K	0.14%	75
2024 Q2	$303K	Sell	6,570 -21	-0.3%	-$973	0.16%	66
2024 Q1	$290K	Sell	6,591 -191	-3%	-$7.85K	0.16%	68
2023 Q4	$277K	Sell	6,782 -299	-4%	-$11.7K	0.17%	66
2023 Q3	$260K	Sell	7,081 -405	-5%	-$15.5K	0.18%	61
2023 Q2	$285K	Sell	7,486 -800	-10%	-$31.4K	0.19%	59
2023 Q1	$324K	Sell	8,286 -16,104	-66%	-$605K	0.23%	57
2022 Q4	$883K	Buy	+24,390	New	+$838K	0.62%	41

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

ShoreHaven Wealth Partners's GLDM Position: Q2 2026 in Review

ShoreHaven Wealth Partners held its SPDR Gold MiniShares Trust (GLDM) position steady in Q2 2026 at 5,433 shares worth $431K. The position accounts for 0.14% of the portfolio, ranked #74.

ShoreHaven Wealth Partners first reported a position in GLDM in Q4 2022 and has held it in 15 quarters since. The position peaked at $883K in Q4 2022. 912 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

ShoreHaven Wealth Partners held 5,433 shares of SPDR Gold MiniShares Trust worth $431K as of Q2 2026.
ShoreHaven Wealth Partners left its SPDR Gold MiniShares Trust share count unchanged in Q2 2026.
SPDR Gold MiniShares Trust made up 0.14% of ShoreHaven Wealth Partners's portfolio in Q2 2026, its #74 holding.
ShoreHaven Wealth Partners first reported a position in SPDR Gold MiniShares Trust in Q4 2022 and has held it in 15 quarters since.
ShoreHaven Wealth Partners's SPDR Gold MiniShares Trust position peaked at $883K in Q4 2022.
912 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.