VisionPoint Advisory Group’s SPDR Gold MiniShares Trust GLDM Stock Holding History

VisionPoint Advisory 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	$436K	Buy	5,492 +3,124	+132%	+$279K	0.07%	279
2026 Q1	$219K	Buy	+2,368	New	+$228K	0.04%	409
2025 Q4	–	Sell	-4,713	Closed	-$360K	–	408
2025 Q3	$360K	Buy	4,713 +63	+1%	+$4.32K	0.07%	263
2025 Q2	$305K	Buy	+4,650	New	+$303K	0.07%	269

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

VisionPoint Advisory Group's GLDM Position: Q2 2026 in Review

VisionPoint Advisory Group increased its SPDR Gold MiniShares Trust (GLDM) stake by 132% in Q2 2026, buying an estimated $279K and bringing the position to 5,492 shares worth $436K. The position accounts for 0.07% of the portfolio, ranked #279.

VisionPoint Advisory Group first reported a position in GLDM in Q2 2025 and has held it in 4 quarters since. 910 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

VisionPoint Advisory Group held 5,492 shares of SPDR Gold MiniShares Trust worth $436K as of Q2 2026.
VisionPoint Advisory Group bought 3,124 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $279K.
SPDR Gold MiniShares Trust made up 0.07% of VisionPoint Advisory Group's portfolio in Q2 2026, its #279 holding.
VisionPoint Advisory Group first reported a position in SPDR Gold MiniShares Trust in Q2 2025 and has held it in 4 quarters since.
910 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.