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Summitas Investment Management’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Summitas Investment 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 		$16.6M Sell
209,626
-10,028
-5% -$895K 12.37% 2
2026
Q1 		$20.4M Sell
219,654
-35,502
-14% -$3.42M 15.96% 2
2025
Q4 		$21.8M Buy
+255,156
New +$21M 16.39% 2

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

Summitas Investment Management's GLDM Position: Q2 2026 in Review

Summitas Investment Management reduced its SPDR Gold MiniShares Trust (GLDM) stake by 4.6% in Q2 2026, selling an estimated $895K and leaving 209,626 shares worth $16.6M. The position accounts for 12.37% of the portfolio, ranked #2.

Summitas Investment Management first reported a position in GLDM in Q4 2025 and has held it in 3 quarters since. The position peaked at $21.8M in Q4 2025. 909 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

  • Summitas Investment Management held 209,626 shares of SPDR Gold MiniShares Trust worth $16.6M as of Q2 2026.
  • Summitas Investment Management sold 10,028 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $895K.
  • SPDR Gold MiniShares Trust made up 12.37% of Summitas Investment Management's portfolio in Q2 2026, its #2 holding.
  • Summitas Investment Management first reported a position in SPDR Gold MiniShares Trust in Q4 2025 and has held it in 3 quarters since.
  • Summitas Investment Management's SPDR Gold MiniShares Trust position peaked at $21.8M in Q4 2025.
  • 909 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Summitas Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.