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

Stapp 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 		$5.8M Buy
73,084
+645
+0.9% +$57.6K 7.58% 5
2026
Q1 		$6.71M Sell
72,439
-14,029
-16% -$1.35M 8.57% 4
2025
Q4 		$7.38M Sell
86,468
-1,379
-2% -$113K 9.51% 5
2025
Q3 		$6.72M Sell
87,847
-543
-0.6% -$37.2K 9.02% 5
2025
Q2 		$5.79M Sell
88,390
-16,334
-16% -$1.06M 8.33% 5
2025
Q1 		$6.48M Sell
104,724
-4,681
-4% -$266K 9.98% 4
2024
Q4 		$5.69M Buy
109,405
+656
+0.6% +$34.6K 8.87% 4
2024
Q3 		$5.67M Sell
108,749
-1,880
-2% -$92.3K 9.15% 4
2024
Q2 		$5.1M Sell
110,629
-2,165
-2% -$100K 8.84% 4
2024
Q1 		$4.97M Buy
112,794
+601
+0.5% +$24.7K 8.67% 3
2023
Q4 		$4.59M Sell
112,193
-276
-0.2% -$10.8K 7.71% 3
2023
Q3 		$4.12M Sell
112,469
-839
-0.7% -$32.1K 7.94% 3
2023
Q2 		$4.32M Buy
113,308
+2,354
+2% +$92.4K 8.55% 3
2023
Q1 		$4.34M Buy
110,954
+36,176
+48% +$1.36M 5.96% 4
2022
Q4 		$2.71M Sell
74,778
-1,391
-2% -$47.8K 6.49% 4
2022
Q3 		$2.51M Buy
+76,169
New +$2.61M 7.33% 5

Other funds holding GLDM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Stapp Wealth Management increased its SPDR Gold MiniShares Trust (GLDM) stake by 0.89% in Q2 2026, buying an estimated $57.6K and bringing the position to 73,084 shares worth $5.8M. The position accounts for 7.58% of the portfolio, ranked #5.

Stapp Wealth Management first reported a position in GLDM in Q3 2022 and has held it in 16 quarters since. The position peaked at $7.38M in Q4 2025. 920 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

  • Stapp Wealth Management held 73,084 shares of SPDR Gold MiniShares Trust worth $5.8M as of Q2 2026.
  • Stapp Wealth Management bought 645 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $57.6K.
  • SPDR Gold MiniShares Trust made up 7.58% of Stapp Wealth Management's portfolio in Q2 2026, its #5 holding.
  • Stapp Wealth Management first reported a position in SPDR Gold MiniShares Trust in Q3 2022 and has held it in 16 quarters since.
  • Stapp Wealth Management's SPDR Gold MiniShares Trust position peaked at $7.38M in Q4 2025.
  • 920 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Stapp Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.