Wealth Enhancement Advisory Services
GLDM icon

Wealth Enhancement Advisory Services’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Wealth Enhancement Advisory Services’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 		$12M Buy
147,721
+17,367
+13% +$1.55M 0.02% 599
2026
Q1 		$12.1M Sell
130,354
-142,347
-52% -$13.7M 0.02% 532
2025
Q4 		$24.3M Sell
272,701
-9,944
-4% -$817K 0.03% 428
2025
Q3 		$22.3M Buy
282,645
+59,622
+27% +$4.09M 0.03% 426
2025
Q2 		$14.7M Sell
223,023
-796
-0.4% -$51.8K 0.02% 517
2025
Q1 		$13.9M Sell
223,819
-21,331
-9% -$1.21M 0.03% 502
2024
Q4 		$12.7M Sell
245,150
-7,944
-3% -$419K 0.02% 495
2024
Q3 		$13.2M Buy
253,094
+19,100
+8% +$938K 0.03% 449
2024
Q2 		$10.8M Sell
233,994
-6,979
-3% -$323K 0.03% 467
2024
Q1 		$10.6M Buy
240,973
+6,537
+3% +$269K 0.03% 457
2023
Q4 		$9.59M Sell
234,436
-148,912
-39% -$5.84M 0.03% 440
2023
Q3 		$14.1M Buy
+383,348
New +$14.7M 0.05% 337

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

Wealth Enhancement Advisory Services's GLDM Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its SPDR Gold MiniShares Trust (GLDM) stake by 13% in Q2 2026, buying an estimated $1.55M and bringing the position to 147,721 shares worth $12M. The position accounts for 0.02% of the portfolio, ranked #599.

Wealth Enhancement Advisory Services first reported a position in GLDM in Q3 2023 and has held it in 12 quarters since. The position peaked at $24.3M in Q4 2025. 916 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

  • Wealth Enhancement Advisory Services held 147,721 shares of SPDR Gold MiniShares Trust worth $12M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 17,367 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $1.55M.
  • SPDR Gold MiniShares Trust made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #599 holding.
  • Wealth Enhancement Advisory Services first reported a position in SPDR Gold MiniShares Trust in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's SPDR Gold MiniShares Trust position peaked at $24.3M in Q4 2025.
  • 916 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.