Wealthcare Advisory Partners’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Wealthcare Advisory Partners’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	$13.1M	Buy	164,826 +1,169	+0.7%	+$104K	0.25%	82
2026 Q1	$15.2M	Sell	163,657 -9,059	-5%	-$874K	0.3%	74
2025 Q4	$14.7M	Buy	172,716 +14,088	+9%	+$1.16M	0.29%	77
2025 Q3	$12.1M	Buy	158,628 +104,755	+194%	+$7.18M	0.25%	80
2025 Q2	$3.53M	Sell	53,873 -3,233	-6%	-$210K	0.08%	201
2025 Q1	$3.53M	Sell	57,106 -1,694	-3%	-$96.2K	0.09%	183
2024 Q4	$3.06M	Sell	58,800 -1,125	-2%	-$59.3K	0.08%	197
2024 Q3	$3.12M	Sell	59,925 -11,028	-16%	-$541K	0.09%	197
2024 Q2	$3.27M	Buy	70,953 +604	+0.9%	+$28K	0.1%	158
2024 Q1	$3.1M	Buy	70,349 +6,449	+10%	+$265K	0.1%	169
2023 Q4	$2.61M	Buy	63,900 +6,463	+11%	+$253K	0.1%	163
2023 Q3	$2.11M	Sell	57,437 -47,964	-46%	-$1.83M	0.1%	167
2023 Q2	$4.01M	Buy	105,401 +24,835	+31%	+$975K	0.18%	101
2023 Q1	$3.15M	Buy	80,566 +44,897	+126%	+$1.69M	0.14%	131
2022 Q4	$1.29M	Sell	35,669 -17,442	-33%	-$599K	0.06%	233
2022 Q3	$1.75M	Sell	53,111 -536,339	-91%	-$18.4M	0.1%	154
2022 Q2	$21.1M	Buy	+589,450	New	+$21.9M	1.28%	17
2022 Q1	–	Sell	-466,862	Closed	-$17M	–	561
2021 Q4	$17M	Buy	466,862 +105,464	+29%	+$3.77M	1.02%	23
2021 Q3	$12.6M	Buy	361,398 +348,275	+2,654%	+$12.4M	0.83%	25
2021 Q2	$462K	Buy	13,123 +665	+5%	+$24K	0.03%	335
2021 Q1	$424K	Sell	12,458 -85,357	-87%	-$3.05M	0.03%	323
2020 Q4	$3.71M	Buy	97,815 +34,111	+54%	+$1.28M	0.33%	43
2020 Q3	$2.4M	Buy	+63,704	New	+$2.43M	0.26%	48

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

Wealthcare Advisory Partners's GLDM Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its SPDR Gold MiniShares Trust (GLDM) stake by 0.71% in Q2 2026, buying an estimated $104K and bringing the position to 164,826 shares worth $13.1M. The position accounts for 0.25% of the portfolio, ranked #82.

Wealthcare Advisory Partners first reported a position in GLDM in Q3 2020 and has held it in 23 quarters since. The position peaked at $21.1M in Q2 2022. 916 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Wealthcare Advisory Partners held 164,826 shares of SPDR Gold MiniShares Trust worth $13.1M as of Q2 2026.
Wealthcare Advisory Partners bought 1,169 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $104K.
SPDR Gold MiniShares Trust made up 0.25% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #82 holding.
Wealthcare Advisory Partners first reported a position in SPDR Gold MiniShares Trust in Q3 2020 and has held it in 23 quarters since.
Wealthcare Advisory Partners's SPDR Gold MiniShares Trust position peaked at $21.1M in Q2 2022.
916 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.