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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

SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 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. 310 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.
  • 310 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.