Strategic Wealth Partners’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Strategic Wealth Partners’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	$242K	Sell	3,045 -40	-1%	-$3.57K	0.02%	285
2026 Q1	$286K	Sell	3,085 -138	-4%	-$13.3K	0.02%	259
2025 Q4	$275K	Buy	3,223 +2,188	+211%	+$180K	0.02%	277
2025 Q3	$79.1K	Sell	1,035 -100	-9%	-$6.85K	0.01%	478
2025 Q2	$74.4K	Buy	+1,135	New	+$73.9K	0.01%	433
2019 Q4	–	Sell	-1,113	Closed	-$32	–	273
2019 Q3	$32	Buy	+1,113	New	+$32.8K	﹤0.01%	330
2019 Q2	–	Sell	-382	Closed	-$10K	–	764
2019 Q1	$10K	Buy	+382	New	+$9.95K	﹤0.01%	524

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

Strategic Wealth Partners's GLDM Position: Q2 2026 in Review

Strategic Wealth Partners reduced its SPDR Gold MiniShares Trust (GLDM) stake by 1.3% in Q2 2026, selling an estimated $3.57K and leaving 3,045 shares worth $242K. The position accounts for 0.02% of the portfolio, ranked #285.

Strategic Wealth Partners first reported a position in GLDM in Q1 2019 and has held it in 7 quarters since. The position peaked at $286K in Q1 2026. 919 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Strategic Wealth Partners held 3,045 shares of SPDR Gold MiniShares Trust worth $242K as of Q2 2026.
Strategic Wealth Partners sold 40 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $3.57K.
SPDR Gold MiniShares Trust made up 0.02% of Strategic Wealth Partners's portfolio in Q2 2026, its #285 holding.
Strategic Wealth Partners first reported a position in SPDR Gold MiniShares Trust in Q1 2019 and has held it in 7 quarters since.
Strategic Wealth Partners's SPDR Gold MiniShares Trust position peaked at $286K in Q1 2026.
919 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.