Valeo Financial Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Valeo Financial Advisors’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	$425K	Sell	5,348 -479	-8%	-$42.8K	0.01%	501
2026 Q1	$540K	Buy	5,827 +599	+11%	+$57.8K	0.01%	393
2025 Q4	$446K	Buy	5,228 +1,194	+30%	+$98.1K	0.01%	495
2025 Q3	$308K	Hold	4,034	–	–	0.01%	600
2025 Q2	$264K	Hold	4,034	–	–	0.01%	619
2025 Q1	$250K	Buy	+4,034	New	+$229K	0.01%	577
2020 Q4	–	Sell	-406	Closed	-$15K	–	1734
2020 Q3	$15K	Sell	406 -2,035	-83%	-$77.6K	﹤0.01%	981
2020 Q2	$87K	Buy	+2,441	New	+$83.5K	0.01%	541

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

Valeo Financial Advisors's GLDM Position: Q2 2026 in Review

Valeo Financial Advisors reduced its SPDR Gold MiniShares Trust (GLDM) stake by 8.2% in Q2 2026, selling an estimated $42.8K and leaving 5,348 shares worth $425K. The position accounts for 0.01% of the portfolio, ranked #501.

Valeo Financial Advisors first reported a position in GLDM in Q2 2020 and has held it in 8 quarters since. The position peaked at $540K in Q1 2026. 913 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Valeo Financial Advisors held 5,348 shares of SPDR Gold MiniShares Trust worth $425K as of Q2 2026.
Valeo Financial Advisors sold 479 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $42.8K.
SPDR Gold MiniShares Trust made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #501 holding.
Valeo Financial Advisors first reported a position in SPDR Gold MiniShares Trust in Q2 2020 and has held it in 8 quarters since.
Valeo Financial Advisors's SPDR Gold MiniShares Trust position peaked at $540K in Q1 2026.
913 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.