Wealthcare Capital Management’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Wealthcare Capital Management’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	$698K	Sell	8,788 -505	-5%	-$45.1K	0.07%	50
2026 Q1	$861K	Sell	9,293 -252	-3%	-$24.3K	0.09%	43
2025 Q4	$815K	Buy	9,545 +1,441	+18%	+$118K	0.08%	41
2025 Q3	$620K	Buy	+8,104	New	+$555K	0.06%	49
2022 Q3	–	Sell	-36,900	Closed	-$1.32M	–	66
2022 Q2	$1.32M	Buy	+36,900	New	+$1.37M	0.15%	21
2022 Q1	–	Sell	-32,012	Closed	-$1.16M	–	83
2021 Q4	$1.16M	Buy	32,012 +4,546	+17%	+$162K	0.11%	32
2021 Q3	$959K	Buy	+27,466	New	+$978K	0.09%	32

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 Capital Management's GLDM Position: Q2 2026 in Review

Wealthcare Capital Management reduced its SPDR Gold MiniShares Trust (GLDM) stake by 5.4% in Q2 2026, selling an estimated $45.1K and leaving 8,788 shares worth $698K. The position accounts for 0.07% of the portfolio, ranked #50.

Wealthcare Capital Management first reported a position in GLDM in Q3 2021 and has held it in 7 quarters since. The position peaked at $1.32M in Q2 2022. 913 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Wealthcare Capital Management held 8,788 shares of SPDR Gold MiniShares Trust worth $698K as of Q2 2026.
Wealthcare Capital Management sold 505 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $45.1K.
SPDR Gold MiniShares Trust made up 0.07% of Wealthcare Capital Management's portfolio in Q2 2026, its #50 holding.
Wealthcare Capital Management first reported a position in SPDR Gold MiniShares Trust in Q3 2021 and has held it in 7 quarters since.
Wealthcare Capital Management's SPDR Gold MiniShares Trust position peaked at $1.32M in Q2 2022.
913 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

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