SVB Wealth’s SPDR Gold MiniShares Trust GLDM Stock Holding History

SVB Wealth’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	$318K	Hold	4,010	–	–	0.02%	318
2026 Q1	$372K	Buy	+4,010	New	+$387K	0.02%	296
2022 Q3	–	Sell	-5,643	Closed	-$202K	–	1000
2022 Q2	$202K	Buy	+5,643	New	+$210K	﹤0.01%	684
2022 Q1	–	Sell	-2,998	Closed	-$108K	–	814
2021 Q4	$108K	Hold	2,998	–	–	﹤0.01%	733
2021 Q3	$104K	Hold	2,998	–	–	﹤0.01%	938
2021 Q2	$105K	Hold	2,998	–	–	﹤0.01%	920
2021 Q1	$101K	Sell	2,998 -2,454	-45%	-$87.6K	﹤0.01%	867
2020 Q4	$206K	Hold	5,452	–	–	﹤0.01%	739
2020 Q3	$205K	Buy	5,452 +2,454	+82%	+$93.6K	﹤0.01%	632
2020 Q2	$106K	Hold	2,998	–	–	﹤0.01%	576
2020 Q1	$94K	Buy	+2,998	New	+$94.6K	﹤0.01%	498

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

SVB Wealth's GLDM Position: Q2 2026 in Review

SVB Wealth held its SPDR Gold MiniShares Trust (GLDM) position steady in Q2 2026 at 4,010 shares worth $318K. The position accounts for 0.02% of the portfolio, ranked #318.

SVB Wealth first reported a position in GLDM in Q1 2020 and has held it in 11 quarters since. The position peaked at $372K in Q1 2026. 912 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

SVB Wealth held 4,010 shares of SPDR Gold MiniShares Trust worth $318K as of Q2 2026.
SVB Wealth left its SPDR Gold MiniShares Trust share count unchanged in Q2 2026.
SPDR Gold MiniShares Trust made up 0.02% of SVB Wealth's portfolio in Q2 2026, its #318 holding.
SVB Wealth first reported a position in SPDR Gold MiniShares Trust in Q1 2020 and has held it in 11 quarters since.
SVB Wealth's SPDR Gold MiniShares Trust position peaked at $372K in Q1 2026.
912 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.