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

United Financial Planning 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 		$19.5K Buy
246
+20
+9% +$1.79K 0.01% 170
2026
Q1 		$20.9K Buy
+226
New +$21.8K 0.01% 132

Other funds holding GLDM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

United Financial Planning Group's GLDM Position: Q2 2026 in Review

United Financial Planning Group increased its SPDR Gold MiniShares Trust (GLDM) stake by 8.8% in Q2 2026, buying an estimated $1.79K and bringing the position to 246 shares worth $19.5K. The position accounts for 0.01% of the portfolio, ranked #170.

United Financial Planning Group first reported a position in GLDM in Q1 2026 and has held it in 2 quarters since. The position peaked at $20.9K in Q1 2026. 920 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

  • United Financial Planning Group held 246 shares of SPDR Gold MiniShares Trust worth $19.5K as of Q2 2026.
  • United Financial Planning Group bought 20 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $1.79K.
  • SPDR Gold MiniShares Trust made up 0.01% of United Financial Planning Group's portfolio in Q2 2026, its #170 holding.
  • United Financial Planning Group first reported a position in SPDR Gold MiniShares Trust in Q1 2026 and has held it in 2 quarters since.
  • United Financial Planning Group's SPDR Gold MiniShares Trust position peaked at $20.9K in Q1 2026.
  • 920 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.