WWA
GLDM icon

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

WCG 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 		$2.09M Sell
26,259
-260
-1% -$23.2K 0.05% 299
2026
Q1 		$2.46M Sell
26,519
-918
-3% -$88.5K 0.07% 243
2025
Q4 		$2.34M Buy
27,437
+10,220
+59% +$840K 0.07% 237
2025
Q3 		$1.32M Sell
17,217
-114
-0.7% -$7.81K 0.08% 201
2025
Q2 		$1.14M Buy
17,331
+2,176
+14% +$142K 0.07% 215
2025
Q1 		$938K Sell
15,155
-1,386
-8% -$78.7K 0.07% 204
2024
Q4 		$860K Buy
16,541
+3,759
+29% +$198K 0.06% 219
2024
Q3 		$666K Buy
12,782
+686
+6% +$33.7K 0.05% 250
2024
Q2 		$558K Buy
12,096
+1,036
+9% +$48K 0.04% 232
2024
Q1 		$487K Buy
11,060
+573
+5% +$23.5K 0.04% 221
2023
Q4 		$429K Sell
10,487
-814
-7% -$31.9K 0.03% 259
2023
Q3 		$450K Sell
11,301
-4,390
-28% -$168K 0.03% 243
2023
Q2 		$589K Sell
15,691
-2,334
-13% -$91.6K 0.07% 136
2023
Q1 		$705K Sell
18,025
-1,580
-8% -$59.4K 0.09% 128
2022
Q4 		$710K Sell
19,605
-473,502
-96% -$16.3M 0.1% 126
2022
Q3 		$17.3M Sell
493,107
-7,929
-2% -$272K 2.28% 9
2022
Q2 		$18M Buy
+501,036
New +$18.6M 2.5% 7

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

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

WCG Wealth Advisors reduced its SPDR Gold MiniShares Trust (GLDM) stake by 0.98% in Q2 2026, selling an estimated $23.2K and leaving 26,259 shares worth $2.09M. The position accounts for 0.05% of the portfolio, ranked #299.

WCG Wealth Advisors first reported a position in GLDM in Q2 2022 and has held it in 17 quarters since. The position peaked at $18M in Q2 2022. 916 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

  • WCG Wealth Advisors held 26,259 shares of SPDR Gold MiniShares Trust worth $2.09M as of Q2 2026.
  • WCG Wealth Advisors sold 260 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $23.2K.
  • SPDR Gold MiniShares Trust made up 0.05% of WCG Wealth Advisors's portfolio in Q2 2026, its #299 holding.
  • WCG Wealth Advisors first reported a position in SPDR Gold MiniShares Trust in Q2 2022 and has held it in 17 quarters since.
  • WCG Wealth Advisors's SPDR Gold MiniShares Trust position peaked at $18M in Q2 2022.
  • 916 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.