Sovereign Financial Group’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Sovereign Financial Group’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	$1.1M	Buy	13,808 +1,810	+15%	+$162K	0.17%	109
2026 Q1	$1.11M	Buy	11,998 +28	+0.2%	+$2.7K	0.19%	97
2025 Q4	$1.02M	Sell	11,970 -848	-7%	-$69.7K	0.18%	102
2025 Q3	$980K	Buy	12,818 +3,249	+34%	+$223K	0.18%	105
2025 Q2	$627K	Sell	9,569 -817	-8%	-$53.2K	0.13%	144
2025 Q1	$643K	Buy	10,386 +306	+3%	+$17.4K	0.15%	132
2024 Q4	$524K	Buy	10,080 +526	+6%	+$27.7K	0.12%	155
2024 Q3	$498K	Buy	+9,554	New	+$469K	0.12%	165

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

Sovereign Financial Group's GLDM Position: Q2 2026 in Review

Sovereign Financial Group increased its SPDR Gold MiniShares Trust (GLDM) stake by 15% in Q2 2026, buying an estimated $162K and bringing the position to 13,808 shares worth $1.1M. The position accounts for 0.17% of the portfolio, ranked #109.

Sovereign Financial Group first reported a position in GLDM in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.11M in Q1 2026. 913 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Sovereign Financial Group held 13,808 shares of SPDR Gold MiniShares Trust worth $1.1M as of Q2 2026.
Sovereign Financial Group bought 1,810 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $162K.
SPDR Gold MiniShares Trust made up 0.17% of Sovereign Financial Group's portfolio in Q2 2026, its #109 holding.
Sovereign Financial Group first reported a position in SPDR Gold MiniShares Trust in Q3 2024 and has held it in 8 quarters since.
Sovereign Financial Group's SPDR Gold MiniShares Trust position peaked at $1.11M in Q1 2026.
913 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.