Spire Wealth Management’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Spire Wealth Management’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	$27.9K	Sell	351 -4,402	-93%	-$393K	﹤0.01%	1344
2026 Q1	$441K	Sell	4,753 -282	-6%	-$27.2K	0.02%	577
2025 Q4	$430K	Sell	5,035 -14	-0.3%	-$1.15K	0.01%	577
2025 Q3	$386K	Buy	5,049 +62	+1%	+$4.25K	0.01%	598
2025 Q2	$327K	Sell	4,987 -296	-6%	-$19.3K	0.01%	617
2025 Q1	$327K	Sell	5,283 -2,981	-36%	-$169K	0.01%	692
2024 Q4	$430K	Sell	8,264 -12,028	-59%	-$634K	0.01%	592
2024 Q3	$1.06M	Buy	20,292 +1,059	+6%	+$52K	0.04%	367
2024 Q2	$886K	Buy	19,233 +11,136	+138%	+$516K	0.03%	363
2024 Q1	$357K	Buy	8,097 +3,226	+66%	+$133K	0.01%	609
2023 Q4	$196K	Sell	4,871 -250	-5%	-$9.8K	0.01%	770
2023 Q3	$188K	Buy	5,121 +19	+0.4%	+$726	0.01%	732
2023 Q2	$194K	Hold	5,102	–	–	0.01%	723
2023 Q1	$200K	Hold	5,102	–	–	0.01%	726
2022 Q4	$185K	Buy	5,102 +1,696	+50%	+$58.3K	0.01%	574
2022 Q3	$112K	Buy	3,406 +2,680	+369%	+$91.9K	0.01%	671
2022 Q2	$26K	Buy	+726	New	+$27K	﹤0.01%	1558
2022 Q1	–	Sell	-1,014	Closed	-$37K	–	2660
2021 Q4	$37K	Buy	1,014 +514	+103%	+$18.4K	﹤0.01%	1856
2021 Q3	$17K	Buy	+500	New	+$17.8K	﹤0.01%	1922

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

Spire Wealth Management's GLDM Position: Q2 2026 in Review

Spire Wealth Management reduced its SPDR Gold MiniShares Trust (GLDM) stake by 93% in Q2 2026, selling an estimated $393K and leaving 351 shares worth $27.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1344.

Spire Wealth Management first reported a position in GLDM in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.06M in Q3 2024. 913 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Spire Wealth Management held 351 shares of SPDR Gold MiniShares Trust worth $27.9K as of Q2 2026.
Spire Wealth Management sold 4,402 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $393K.
SPDR Gold MiniShares Trust made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1344 holding.
Spire Wealth Management first reported a position in SPDR Gold MiniShares Trust in Q3 2021 and has held it in 19 quarters since.
Spire Wealth Management's SPDR Gold MiniShares Trust position peaked at $1.06M in Q3 2024.
913 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.