Theory Financial’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Theory Financial’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	$673K	Buy	8,470 +1,566	+23%	+$140K	0.21%	63
2026 Q1	$640K	Sell	6,904 -12,949	-65%	-$1.25M	0.22%	63
2025 Q4	$1.99M	Sell	19,853 -1,145	-5%	-$94.1K	0.67%	44
2025 Q3	$1.82M	Buy	20,998 +7,656	+57%	+$525K	0.64%	45
2025 Q2	$869K	Sell	13,342 -5,080	-28%	-$331K	0.33%	52
2025 Q1	$1.14M	Buy	18,422 +8,980	+95%	+$510K	0.48%	42
2024 Q4	$491K	Buy	+9,442	New	+$498K	0.21%	56

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

Theory Financial's GLDM Position: Q2 2026 in Review

Theory Financial increased its SPDR Gold MiniShares Trust (GLDM) stake by 23% in Q2 2026, buying an estimated $140K and bringing the position to 8,470 shares worth $673K. The position accounts for 0.21% of the portfolio, ranked #63.

Theory Financial first reported a position in GLDM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.99M in Q4 2025. 917 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Theory Financial held 8,470 shares of SPDR Gold MiniShares Trust worth $673K as of Q2 2026.
Theory Financial bought 1,566 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $140K.
SPDR Gold MiniShares Trust made up 0.21% of Theory Financial's portfolio in Q2 2026, its #63 holding.
Theory Financial first reported a position in SPDR Gold MiniShares Trust in Q4 2024 and has held it in 7 quarters since.
Theory Financial's SPDR Gold MiniShares Trust position peaked at $1.99M in Q4 2025.
917 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Theory Financial's 13F filing for Q2 2026, filed 31 Jul 2026.