Triad Wealth Partners’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Triad Wealth Partners’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	–	Sell	-3,530	Closed	-$327K	–	580
2026 Q1	$327K	Sell	3,530 -2,211	-39%	-$213K	0.03%	375
2025 Q4	$490K	Buy	5,741 +1,020	+22%	+$83.8K	0.05%	273
2025 Q3	$361K	Sell	4,721 -142	-3%	-$9.73K	0.05%	251
2025 Q2	$319K	Buy	+4,863	New	+$316K	0.06%	208
2024 Q3	–	Sell	-3,104	Closed	-$143K	–	378
2024 Q2	$143K	Buy	+3,104	New	+$144K	0.08%	118

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

Triad Wealth Partners's GLDM Position: Q2 2026 in Review

Triad Wealth Partners sold out of SPDR Gold MiniShares Trust (GLDM) in Q2 2026, closing a stake of 3,530 shares — an estimated $327K sold.

Triad Wealth Partners first reported a position in GLDM in Q2 2024 and held it in 5 quarters. The position peaked at $490K in Q4 2025. 919 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Triad Wealth Partners reported no remaining SPDR Gold MiniShares Trust position as of Q2 2026 after selling out during the quarter.
Triad Wealth Partners sold 3,530 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $327K.
Triad Wealth Partners first reported a position in SPDR Gold MiniShares Trust in Q2 2024 and held it in 5 quarters.
Triad Wealth Partners's SPDR Gold MiniShares Trust position peaked at $490K in Q4 2025.
919 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.