Stonebridge Financial Group (Pennsylvania)’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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	$4.08M	Buy	51,407 +2,651	+5%	+$237K	0.31%	83
2026 Q1	$4.52M	Buy	48,756 +40,863	+518%	+$3.94M	0.37%	73
2025 Q4	$674K	Buy	7,893 +4,662	+144%	+$383K	0.06%	138
2025 Q3	$247K	Buy	+3,231	New	+$221K	0.02%	213
2025 Q2	–	Sell	-1,683	Closed	-$104K	–	494
2025 Q1	$104K	Sell	1,683 -38	-2%	-$2.16K	0.01%	290
2024 Q4	$89.5K	Buy	+1,721	New	+$90.7K	0.01%	309

Other funds holding GLDM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

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

APSPRSPT

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s GLDM Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) increased its SPDR Gold MiniShares Trust (GLDM) stake by 5.4% in Q2 2026, buying an estimated $237K and bringing the position to 51,407 shares worth $4.08M. The position accounts for 0.31% of the portfolio, ranked #83.

Stonebridge Financial Group (Pennsylvania) first reported a position in GLDM in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.52M in Q1 2026. 791 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Stonebridge Financial Group (Pennsylvania) held 51,407 shares of SPDR Gold MiniShares Trust worth $4.08M as of Q2 2026.
Stonebridge Financial Group (Pennsylvania) bought 2,651 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $237K.
SPDR Gold MiniShares Trust made up 0.31% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #83 holding.
Stonebridge Financial Group (Pennsylvania) first reported a position in SPDR Gold MiniShares Trust in Q4 2024 and has held it in 6 quarters since.
Stonebridge Financial Group (Pennsylvania)'s SPDR Gold MiniShares Trust position peaked at $4.52M in Q1 2026.
791 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.