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Vaughan David Investments’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Vaughan David Investments’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 		$2.11M Hold
26,600
– – 0.04% 126
2026
Q1 		$2.47M Buy
+26,600
New +$2.57M 0.05% 120
2024
Q2 		– Sell
-22,797
Closed -$1M – 216
2024
Q1 		$1M Buy
+22,797
New +$937K 0.03% 135

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 $3.37T 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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Vaughan David Investments's GLDM Position: Q2 2026 in Review

Vaughan David Investments held its SPDR Gold MiniShares Trust (GLDM) position steady in Q2 2026 at 26,600 shares worth $2.11M. The position accounts for 0.04% of the portfolio, ranked #126.

Vaughan David Investments first reported a position in GLDM in Q1 2024 and has held it in 3 quarters since. The position peaked at $2.47M in Q1 2026. 913 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

  • Vaughan David Investments held 26,600 shares of SPDR Gold MiniShares Trust worth $2.11M as of Q2 2026.
  • Vaughan David Investments left its SPDR Gold MiniShares Trust share count unchanged in Q2 2026.
  • SPDR Gold MiniShares Trust made up 0.04% of Vaughan David Investments's portfolio in Q2 2026, its #126 holding.
  • Vaughan David Investments first reported a position in SPDR Gold MiniShares Trust in Q1 2024 and has held it in 3 quarters since.
  • Vaughan David Investments's SPDR Gold MiniShares Trust position peaked at $2.47M in Q1 2026.
  • 913 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Vaughan David Investments's 13F filing for Q2 2026, filed 11 Aug 2026.