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

SHP 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	$2.14M	Buy	26,942 +5,860	+28%	+$523K	0.15%	51
2026 Q1	$1.95M	Buy	21,082 +6,736	+47%	+$650K	0.15%	49
2025 Q4	$1.22M	Buy	+14,346	New	+$1.18M	0.1%	61

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 $3.38T AUM 44.17% 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

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

SHP Wealth Management increased its SPDR Gold MiniShares Trust (GLDM) stake by 28% in Q2 2026, buying an estimated $523K and bringing the position to 26,942 shares worth $2.14M. The position accounts for 0.15% of the portfolio, ranked #51.

SHP Wealth Management first reported a position in GLDM in Q4 2025 and has held it in 3 quarters since. 920 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

SHP Wealth Management held 26,942 shares of SPDR Gold MiniShares Trust worth $2.14M as of Q2 2026.
SHP Wealth Management bought 5,860 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $523K.
SPDR Gold MiniShares Trust made up 0.15% of SHP Wealth Management's portfolio in Q2 2026, its #51 holding.
SHP Wealth Management first reported a position in SPDR Gold MiniShares Trust in Q4 2025 and has held it in 3 quarters since.
920 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.