SPAS
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Spectrum Planning & Advisory Services’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Spectrum Planning & Advisory 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 		$547K Sell
6,888
-3
-0% -$268 0.24% 54
2026
Q1 		$639K Buy
6,891
+528
+8% +$50.9K 0.32% 47
2025
Q4 		$543K Buy
6,363
+70
+1% +$5.75K 0.28% 59
2025
Q3 		$481K Buy
6,293
+156
+3% +$10.7K 0.27% 61
2025
Q2 		$402K Sell
6,137
-2,820
-31% -$184K 0.26% 66
2025
Q1 		$554K Sell
8,957
-4,069
-31% -$231K 0.46% 38
2024
Q4 		$677K Buy
+13,026
New +$687K 0.59% 28

Other funds holding GLDM

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
LLI
LTS Liquid Investments Nassau $187M AUM
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Spectrum Planning & Advisory Services's GLDM Position: Q2 2026 in Review

Spectrum Planning & Advisory Services reduced its SPDR Gold MiniShares Trust (GLDM) stake by 0.04% in Q2 2026, selling an estimated $268 and leaving 6,888 shares worth $547K. The position accounts for 0.24% of the portfolio, ranked #54.

Spectrum Planning & Advisory Services first reported a position in GLDM in Q4 2024 and has held it in 7 quarters since. The position peaked at $677K in Q4 2024. 170 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

  • Spectrum Planning & Advisory Services held 6,888 shares of SPDR Gold MiniShares Trust worth $547K as of Q2 2026.
  • Spectrum Planning & Advisory Services sold 3 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $268.
  • SPDR Gold MiniShares Trust made up 0.24% of Spectrum Planning & Advisory Services's portfolio in Q2 2026, its #54 holding.
  • Spectrum Planning & Advisory Services first reported a position in SPDR Gold MiniShares Trust in Q4 2024 and has held it in 7 quarters since.
  • Spectrum Planning & Advisory Services's SPDR Gold MiniShares Trust position peaked at $677K in Q4 2024.
  • 170 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.