Valued Wealth Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Valued Wealth 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	$4.84K	Hold	61	–	–	﹤0.01%	453
2026 Q1	$5.66K	Hold	61	–	–	﹤0.01%	376
2025 Q4	$5.21K	Hold	61	–	–	﹤0.01%	299
2025 Q3	$4.66K	Hold	61	–	–	﹤0.01%	295
2025 Q2	$4K	Hold	61	–	–	﹤0.01%	310
2025 Q1	$3.78K	Hold	61	–	–	﹤0.01%	347
2024 Q4	$3.17K	Hold	61	–	–	﹤0.01%	358
2024 Q3	$3.18K	Hold	61	–	–	﹤0.01%	328
2024 Q2	$2.81K	Hold	61	–	–	﹤0.01%	340
2024 Q1	$2.69K	Buy	+61	New	+$2.51K	﹤0.01%	323

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 $3.38T 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Valued Wealth Advisors's GLDM Position: Q2 2026 in Review

Valued Wealth Advisors held its SPDR Gold MiniShares Trust (GLDM) position steady in Q2 2026 at 61 shares worth $4.84K. The position accounts for ﹤0.01% of the portfolio, ranked #453.

Valued Wealth Advisors first reported a position in GLDM in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.66K in Q1 2026. 920 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Valued Wealth Advisors held 61 shares of SPDR Gold MiniShares Trust worth $4.84K as of Q2 2026.
Valued Wealth Advisors left its SPDR Gold MiniShares Trust share count unchanged in Q2 2026.
SPDR Gold MiniShares Trust made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #453 holding.
Valued Wealth Advisors first reported a position in SPDR Gold MiniShares Trust in Q1 2024 and has held it in 10 quarters since.
Valued Wealth Advisors's SPDR Gold MiniShares Trust position peaked at $5.66K in Q1 2026.
920 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.