Valtinson Bruner Financial Planning’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Valtinson Bruner Financial Planning’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	$1.14M	Buy	14,382 +663	+5%	+$59.2K	0.29%	55
2026 Q1	$1.27M	Sell	13,719 -403	-3%	-$38.9K	0.35%	50
2025 Q4	$1.21M	Buy	14,122 +435	+3%	+$35.8K	0.35%	52
2025 Q3	$1.05M	Sell	13,687 -8,599	-39%	-$589K	0.31%	55
2025 Q2	$1.46M	Buy	22,286 +7,254	+48%	+$472K	0.46%	40
2025 Q1	$930K	Sell	15,032 -8,981	-37%	-$510K	0.31%	52
2024 Q4	$1.25M	Buy	24,013 +1,814	+8%	+$95.7K	0.44%	53
2024 Q3	$1.16M	Buy	22,199 +2,222	+11%	+$109K	0.4%	54
2024 Q2	$921K	Sell	19,977 -366	-2%	-$17K	0.37%	58
2024 Q1	$896K	Buy	20,343 +10,974	+117%	+$451K	0.38%	56
2023 Q4	$383K	Buy	9,369 +328	+4%	+$12.9K	0.2%	86
2023 Q3	$331K	Buy	9,041 +756	+9%	+$28.9K	0.18%	91
2023 Q2	$316K	Buy	+8,285	New	+$325K	0.17%	90
2022 Q3	–	Sell	-7,626	Closed	-$274K	–	103
2022 Q2	$274K	Buy	+7,626	New	+$284K	0.17%	78
2019 Q4	–	Sell	-10,854	Closed	-$322K	–	75
2019 Q3	$322K	Buy	+10,854	New	+$319K	0.26%	50

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

Valtinson Bruner Financial Planning's GLDM Position: Q2 2026 in Review

Valtinson Bruner Financial Planning increased its SPDR Gold MiniShares Trust (GLDM) stake by 4.8% in Q2 2026, buying an estimated $59.2K and bringing the position to 14,382 shares worth $1.14M. The position accounts for 0.29% of the portfolio, ranked #55.

Valtinson Bruner Financial Planning first reported a position in GLDM in Q3 2019 and has held it in 15 quarters since. The position peaked at $1.46M in Q2 2025. 913 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Valtinson Bruner Financial Planning held 14,382 shares of SPDR Gold MiniShares Trust worth $1.14M as of Q2 2026.
Valtinson Bruner Financial Planning bought 663 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $59.2K.
SPDR Gold MiniShares Trust made up 0.29% of Valtinson Bruner Financial Planning's portfolio in Q2 2026, its #55 holding.
Valtinson Bruner Financial Planning first reported a position in SPDR Gold MiniShares Trust in Q3 2019 and has held it in 15 quarters since.
Valtinson Bruner Financial Planning's SPDR Gold MiniShares Trust position peaked at $1.46M in Q2 2025.
913 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q2 2026, filed 3 Aug 2026.