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

Warren Street 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	$12.9M	Buy	162,858 +6,685	+4%	+$597K	2.89%	6
2026 Q1	$14.5M	Sell	156,173 -36,817	-19%	-$3.55M	3.68%	5
2025 Q4	$16.5M	Sell	192,990 -5,139	-3%	-$422K	4.71%	5
2025 Q3	$15.1M	Sell	198,129 -45,063	-19%	-$3.09M	4.52%	4
2025 Q2	$15.9M	Buy	243,192 +4,891	+2%	+$318K	5.25%	3
2025 Q1	$14.7M	Buy	238,301 +4,341	+2%	+$247K	5.73%	3
2024 Q4	$12.2M	Buy	233,960 +3,649	+2%	+$192K	4.98%	3
2024 Q3	$12M	Buy	+230,311	New	+$11.3M	4.96%	3
2024 Q2	–	Sell	-224,996	Closed	-$9.91M	–	100
2024 Q1	$9.91M	Buy	224,996 +12,737	+6%	+$523K	4.91%	3
2023 Q4	$8.68M	Buy	212,259 +11,314	+6%	+$444K	4.93%	3
2023 Q3	$7.37M	Buy	200,945 +7,176	+4%	+$274K	4.87%	4
2023 Q2	$7.38M	Buy	193,769 +1,698	+0.9%	+$66.7K	4.87%	3
2023 Q1	$7.51M	Buy	192,071 +6,607	+4%	+$248K	5.35%	3
2022 Q4	$6.71M	Sell	185,464 -25,310	-12%	-$870K	5.39%	3
2022 Q3	$6.95M	Buy	210,774 +5,053	+2%	+$173K	7%	4
2022 Q2	$7.38M	Buy	205,721 +8,728	+4%	+$325K	7.13%	4
2022 Q1	$7.58M	Sell	196,993 -1,932	-1%	-$72.1K	6.62%	4
2021 Q4	$7.23M	Buy	+198,925	New	+$7.1M	6.69%	4

Other funds holding GLDM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

RAM

Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Warren Street Wealth Advisors's GLDM Position: Q2 2026 in Review

Warren Street Wealth Advisors increased its SPDR Gold MiniShares Trust (GLDM) stake by 4.3% in Q2 2026, buying an estimated $597K and bringing the position to 162,858 shares worth $12.9M. The position accounts for 2.89% of the portfolio, ranked #6.

Warren Street Wealth Advisors first reported a position in GLDM in Q4 2021 and has held it in 18 quarters since. The position peaked at $16.5M in Q4 2025. 397 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Warren Street Wealth Advisors held 162,858 shares of SPDR Gold MiniShares Trust worth $12.9M as of Q2 2026.
Warren Street Wealth Advisors bought 6,685 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $597K.
SPDR Gold MiniShares Trust made up 2.89% of Warren Street Wealth Advisors's portfolio in Q2 2026, its #6 holding.
Warren Street Wealth Advisors first reported a position in SPDR Gold MiniShares Trust in Q4 2021 and has held it in 18 quarters since.
Warren Street Wealth Advisors's SPDR Gold MiniShares Trust position peaked at $16.5M in Q4 2025.
397 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Warren Street Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.