Sovran Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Sovran Advisors’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	$1.65M	Buy	20,611 +531	+3%	+$47.4K	0.12%	184
2026 Q1	$1.83M	Sell	20,080 -10,202	-34%	-$984K	0.14%	162
2025 Q4	$2.76M	Sell	30,282 -3,019	-9%	-$248K	0.23%	110
2025 Q3	$2.65M	Buy	33,301 +3,404	+11%	+$233K	0.23%	112
2025 Q2	$1.96M	Sell	29,897 -11,439	-28%	-$744K	0.2%	124
2025 Q1	$2.72M	Buy	41,336 +7,114	+21%	+$404K	0.35%	75
2024 Q4	$1.81M	Buy	+34,222	New	+$1.8M	0.26%	101

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

Sovran Advisors's GLDM Position: Q2 2026 in Review

Sovran Advisors increased its SPDR Gold MiniShares Trust (GLDM) stake by 2.6% in Q2 2026, buying an estimated $47.4K and bringing the position to 20,611 shares worth $1.65M. The position accounts for 0.12% of the portfolio, ranked #184.

Sovran Advisors first reported a position in GLDM in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.76M in Q4 2025. 910 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Sovran Advisors held 20,611 shares of SPDR Gold MiniShares Trust worth $1.65M as of Q2 2026.
Sovran Advisors bought 531 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $47.4K.
SPDR Gold MiniShares Trust made up 0.12% of Sovran Advisors's portfolio in Q2 2026, its #184 holding.
Sovran Advisors first reported a position in SPDR Gold MiniShares Trust in Q4 2024 and has held it in 7 quarters since.
Sovran Advisors's SPDR Gold MiniShares Trust position peaked at $2.76M in Q4 2025.
910 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.