Team Financial Group’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Team Financial Group’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	$6.23M	Buy	78,500 +3,707	+5%	+$331K	2.65%	13
2026 Q1	$6.93M	Sell	74,793 -219	-0.3%	-$21.1K	3.15%	10
2025 Q4	$6.4M	Sell	75,012 -11,021	-13%	-$906K	2.91%	11
2025 Q3	$6.58M	Sell	86,033 -2,941	-3%	-$202K	3.05%	11
2025 Q2	$5.83M	Buy	88,974 +4,760	+6%	+$310K	2.87%	11
2025 Q1	$5.21M	Buy	84,214 +10,124	+14%	+$575K	3.01%	11
2024 Q4	$3.85M	Buy	74,090 +763	+1%	+$40.2K	2.21%	11
2024 Q3	$3.82M	Buy	73,327 +3,806	+5%	+$187K	2.27%	12
2024 Q2	$3.2M	Buy	69,521 +1,657	+2%	+$76.8K	2.06%	13
2024 Q1	$2.99M	Buy	67,864 +2,503	+4%	+$103K	2.01%	13
2023 Q4	$2.67M	Buy	65,361 +3,047	+5%	+$119K	1.92%	13
2023 Q3	$2.28M	Buy	+62,314	New	+$2.38M	1.89%	14

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

Team Financial Group's GLDM Position: Q2 2026 in Review

Team Financial Group increased its SPDR Gold MiniShares Trust (GLDM) stake by 5% in Q2 2026, buying an estimated $331K and bringing the position to 78,500 shares worth $6.23M. The position accounts for 2.65% of the portfolio, ranked #13.

Team Financial Group first reported a position in GLDM in Q3 2023 and has held it in 12 quarters since. The position peaked at $6.93M in Q1 2026. 916 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Team Financial Group held 78,500 shares of SPDR Gold MiniShares Trust worth $6.23M as of Q2 2026.
Team Financial Group bought 3,707 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $331K.
SPDR Gold MiniShares Trust made up 2.65% of Team Financial Group's portfolio in Q2 2026, its #13 holding.
Team Financial Group first reported a position in SPDR Gold MiniShares Trust in Q3 2023 and has held it in 12 quarters since.
Team Financial Group's SPDR Gold MiniShares Trust position peaked at $6.93M in Q1 2026.
916 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.