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

Strategic 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 		$44.6M Sell
561,408
-22,348
-4% -$2M 1.95% 12
2026
Q1 		$54.1M Sell
583,756
-337,636
-37% -$32.6M 2.57% 12
2025
Q4 		$90.4M Sell
921,392
-476,522
-34% -$39.2M 4.17% 7
2025
Q3 		$107M Buy
1,397,914
+8,149
+0.6% +$558K 5.36% 5
2025
Q2 		$91.1M Sell
1,389,765
-149,389
-10% -$9.72M 4.9% 6
2025
Q1 		$95.3M Sell
1,539,154
-82,061
-5% -$4.66M 5.58% 5
2024
Q4 		$84.3M Sell
1,621,215
-12,468
-0.8% -$657K 5.03% 5
2024
Q3 		$85.2M Sell
1,633,683
-1,076
-0.1% -$52.8K 5.05% 7
2024
Q2 		$75.3M Buy
1,634,759
+15,046
+0.9% +$697K 4.77% 7
2024
Q1 		$71.3M Buy
1,619,713
+118,470
+8% +$4.87M 4.61% 7
2023
Q4 		$61.4M Buy
1,501,243
+480,518
+47% +$18.8M 4.32% 8
2023
Q3 		$37.4M Buy
1,020,725
+2,890
+0.3% +$110K 2.91% 8
2023
Q2 		$38.7M Sell
1,017,835
-9,925
-1% -$390K 2.88% 8
2023
Q1 		$40.2M Sell
1,027,760
-14,676
-1% -$551K 3.11% 8
2022
Q4 		$37.7M Buy
1,042,436
+47,170
+5% +$1.62M 3.02% 7
2022
Q3 		$32.8M Buy
995,266
+33,491
+3% +$1.15M 2.9% 7
2022
Q2 		$34.5M Sell
961,775
-26,798
-3% -$997K 2.93% 7
2022
Q1 		$38M Sell
988,573
-42,064
-4% -$1.57M 2.88% 7
2021
Q4 		$37.5M Buy
1,030,637
+38,015
+4% +$1.36M 2.79% 7
2021
Q3 		$34.7M Buy
992,622
+66,646
+7% +$2.37M 2.74% 8
2021
Q2 		$32.6M Buy
925,976
+55,049
+6% +$1.99M 2.59% 8
2021
Q1 		$29.6M Buy
870,927
+116,700
+15% +$4.17M 2.5% 8
2020
Q4 		$28.6M Buy
754,227
+74,308
+11% +$2.78M 2.56% 8
2020
Q3 		$25.6M Buy
679,919
+16,331
+2% +$623K 2.63% 7
2020
Q2 		$23.6M Buy
663,588
+29,577
+5% +$1.01M 2.62% 7
2020
Q1 		$19.9M Buy
634,011
+39,960
+7% +$1.26M 2.66% 9
2019
Q4 		$18M Buy
594,051
+118,337
+25% +$3.5M 2.07% 11
2019
Q3 		$14M Buy
+475,714
New +$14M 1.79% 12

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 $3.37T 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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Strategic Financial Services reduced its SPDR Gold MiniShares Trust (GLDM) stake by 3.8% in Q2 2026, selling an estimated $2M and leaving 561,408 shares worth $44.6M. The position accounts for 1.95% of the portfolio, ranked #12.

Strategic Financial Services first reported a position in GLDM in Q3 2019 and has held it in 28 quarters since. The position peaked at $107M in Q3 2025. 915 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

  • Strategic Financial Services held 561,408 shares of SPDR Gold MiniShares Trust worth $44.6M as of Q2 2026.
  • Strategic Financial Services sold 22,348 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $2M.
  • SPDR Gold MiniShares Trust made up 1.95% of Strategic Financial Services's portfolio in Q2 2026, its #12 holding.
  • Strategic Financial Services first reported a position in SPDR Gold MiniShares Trust in Q3 2019 and has held it in 28 quarters since.
  • Strategic Financial Services's SPDR Gold MiniShares Trust position peaked at $107M in Q3 2025.
  • 915 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Strategic Financial Services's 13F filing for Q2 2026, filed 24 Aug 2026.