Sowell Financial Services’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Sowell Financial Services’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	$320K	Sell	4,026 -76	-2%	-$6.79K	0.01%	849
2026 Q1	$380K	Sell	4,102 -1,040	-20%	-$100K	0.01%	736
2025 Q4	$439K	Sell	5,142 -230	-4%	-$18.9K	0.02%	691
2025 Q3	$411K	Buy	5,372 +689	+15%	+$47.2K	0.02%	696
2025 Q2	$307K	Sell	4,683 -266	-5%	-$17.3K	0.01%	776
2025 Q1	$306K	Buy	+4,949	New	+$281K	0.01%	755
2021 Q2	–	Sell	-176	Closed	-$6K	–	1394
2021 Q1	$6K	Sell	176 -90	-34%	-$3.21K	﹤0.01%	2526
2020 Q4	$10K	Buy	266 +37	+16%	+$1.38K	﹤0.01%	2007
2020 Q3	$9K	Buy	+229	New	+$8.73K	﹤0.01%	1832

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

Sowell Financial Services's GLDM Position: Q2 2026 in Review

Sowell Financial Services reduced its SPDR Gold MiniShares Trust (GLDM) stake by 1.9% in Q2 2026, selling an estimated $6.79K and leaving 4,026 shares worth $320K. The position accounts for 0.01% of the portfolio, ranked #849.

Sowell Financial Services first reported a position in GLDM in Q3 2020 and has held it in 9 quarters since. The position peaked at $439K in Q4 2025. 913 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Sowell Financial Services held 4,026 shares of SPDR Gold MiniShares Trust worth $320K as of Q2 2026.
Sowell Financial Services sold 76 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $6.79K.
SPDR Gold MiniShares Trust made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #849 holding.
Sowell Financial Services first reported a position in SPDR Gold MiniShares Trust in Q3 2020 and has held it in 9 quarters since.
Sowell Financial Services's SPDR Gold MiniShares Trust position peaked at $439K in Q4 2025.
913 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.