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

Walkner Condon 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 		$10.9M Buy
137,537
+16,287
+13% +$1.45M 1.25% 20
2026
Q1 		$11.2M Sell
121,250
-4,059
-3% -$391K 1.48% 17
2025
Q4 		$10.7M Buy
125,309
+12,696
+11% +$1.04M 1.49% 16
2025
Q3 		$8.61M Buy
112,613
+16,004
+17% +$1.1M 1.36% 19
2025
Q2 		$6.33M Buy
96,609
+1,498
+2% +$97.5K 1.16% 22
2025
Q1 		$5.89M Buy
95,111
+10,824
+13% +$615K 1.19% 21
2024
Q4 		$4.38M Sell
84,287
-911
-1% -$48K 0.89% 28
2024
Q3 		$4.44M Buy
85,198
+8,311
+11% +$408K 0.91% 29
2024
Q2 		$3.54M Sell
76,887
-16,107
-17% -$746K 0.76% 36
2024
Q1 		$4.1M Buy
92,994
+33,394
+56% +$1.37M 0.87% 33
2023
Q4 		$2.44M Buy
59,600
+8,794
+17% +$345K 0.56% 49
2023
Q3 		$1.86M Buy
50,806
+1,659
+3% +$63.4K 0.49% 53
2023
Q2 		$1.87M Buy
49,147
+3,615
+8% +$142K 0.5% 50
2023
Q1 		$1.78M Buy
45,532
+3,386
+8% +$127K 0.5% 45
2022
Q4 		$1.53M Buy
42,146
+2,900
+7% +$99.6K 0.46% 54
2022
Q3 		$1.29M Buy
39,246
+5,472
+16% +$188K 0.42% 57
2022
Q2 		$1.21M Buy
33,774
+1,791
+6% +$66.6K 0.38% 65
2022
Q1 		$1.23M Sell
31,983
-819
-2% -$30.6K 0.35% 66
2021
Q4 		$1.19M Buy
+32,802
New +$1.17M 0.78% 37
2021
Q3 		– Sell
-18,042
Closed -$636K – 158
2021
Q2 		$636K Buy
18,042
+3,499
+24% +$126K 0.23% 80
2021
Q1 		$494K Sell
14,543
-5,539
-28% -$198K 0.19% 97
2020
Q4 		$761K Buy
20,082
+8,311
+71% +$311K 0.33% 62
2020
Q3 		$443K Buy
11,771
+5,508
+88% +$210K 0.24% 73
2020
Q2 		$222K Buy
+6,263
New +$214K 0.2% 57

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

Walkner Condon Financial Advisors's GLDM Position: Q2 2026 in Review

Walkner Condon Financial Advisors increased its SPDR Gold MiniShares Trust (GLDM) stake by 13% in Q2 2026, buying an estimated $1.45M and bringing the position to 137,537 shares worth $10.9M. The position accounts for 1.25% of the portfolio, ranked #20.

Walkner Condon Financial Advisors first reported a position in GLDM in Q2 2020 and has held it in 24 quarters since. The position peaked at $11.2M in Q1 2026. 913 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

  • Walkner Condon Financial Advisors held 137,537 shares of SPDR Gold MiniShares Trust worth $10.9M as of Q2 2026.
  • Walkner Condon Financial Advisors bought 16,287 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $1.45M.
  • SPDR Gold MiniShares Trust made up 1.25% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #20 holding.
  • Walkner Condon Financial Advisors first reported a position in SPDR Gold MiniShares Trust in Q2 2020 and has held it in 24 quarters since.
  • Walkner Condon Financial Advisors's SPDR Gold MiniShares Trust position peaked at $11.2M in Q1 2026.
  • 913 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.