Silver Oak Securities’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Silver Oak Securities’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	$1.18M	Buy	14,890 +127	+0.9%	+$11.3K	0.07%	258
2026 Q1	$1.37M	Buy	14,763 +108	+0.7%	+$10.4K	0.1%	207
2025 Q4	$1.26M	Sell	14,655 -64	-0.4%	-$5.26K	0.09%	237
2025 Q3	$1.13M	Buy	14,719 +614	+4%	+$42.1K	0.08%	234
2025 Q2	$924K	Buy	14,105 +13,295	+1,641%	+$865K	0.08%	270
2025 Q1	$49.4K	Buy	+810	New	+$46K	﹤0.01%	634

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

Silver Oak Securities's GLDM Position: Q2 2026 in Review

Silver Oak Securities increased its SPDR Gold MiniShares Trust (GLDM) stake by 0.86% in Q2 2026, buying an estimated $11.3K and bringing the position to 14,890 shares worth $1.18M. The position accounts for 0.07% of the portfolio, ranked #258.

Silver Oak Securities first reported a position in GLDM in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.37M in Q1 2026. 913 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Silver Oak Securities held 14,890 shares of SPDR Gold MiniShares Trust worth $1.18M as of Q2 2026.
Silver Oak Securities bought 127 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $11.3K.
SPDR Gold MiniShares Trust made up 0.07% of Silver Oak Securities's portfolio in Q2 2026, its #258 holding.
Silver Oak Securities first reported a position in SPDR Gold MiniShares Trust in Q1 2025 and has held it in 6 quarters since.
Silver Oak Securities's SPDR Gold MiniShares Trust position peaked at $1.37M in Q1 2026.
913 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.