Sigma Planning Corp’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Sigma Planning Corp’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	$2.52M	Buy	31,713 +12,350	+64%	+$1.1M	0.06%	315
2026 Q1	$1.79M	Buy	19,363 +9,486	+96%	+$915K	0.05%	368
2025 Q4	$843K	Sell	9,877 -395	-4%	-$32.5K	0.02%	602
2025 Q3	$785K	Sell	10,272 -1,080	-10%	-$74K	0.02%	617
2025 Q2	$744K	Sell	11,352 -317	-3%	-$20.6K	0.02%	619
2025 Q1	$722K	Buy	11,669 +1,008	+9%	+$57.3K	0.02%	599
2024 Q4	$554K	Buy	10,661 +1,793	+20%	+$94.5K	0.02%	697
2024 Q3	$462K	Buy	8,868 +1,532	+21%	+$75.2K	0.01%	768
2024 Q2	$338K	Buy	7,336 +1,216	+20%	+$56.3K	0.01%	875
2024 Q1	$270K	Buy	+6,120	New	+$251K	0.01%	1010
2022 Q1	–	Sell	-14,473	Closed	-$526K	–	1416
2021 Q4	$526K	Sell	14,473 -1,610	-10%	-$57.5K	0.01%	830
2021 Q3	$562K	Sell	16,083 -5,914	-27%	-$210K	0.02%	764
2021 Q2	$775K	Sell	21,997 -421	-2%	-$15.2K	0.02%	644
2021 Q1	$762K	Buy	+22,418	New	+$800K	0.02%	599

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

Sigma Planning Corp's GLDM Position: Q2 2026 in Review

Sigma Planning Corp increased its SPDR Gold MiniShares Trust (GLDM) stake by 64% in Q2 2026, buying an estimated $1.1M and bringing the position to 31,713 shares worth $2.52M. The position accounts for 0.06% of the portfolio, ranked #315.

Sigma Planning Corp first reported a position in GLDM in Q1 2021 and has held it in 14 quarters since. 916 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Sigma Planning Corp held 31,713 shares of SPDR Gold MiniShares Trust worth $2.52M as of Q2 2026.
Sigma Planning Corp bought 12,350 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $1.1M.
SPDR Gold MiniShares Trust made up 0.06% of Sigma Planning Corp's portfolio in Q2 2026, its #315 holding.
Sigma Planning Corp first reported a position in SPDR Gold MiniShares Trust in Q1 2021 and has held it in 14 quarters since.
916 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.