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

Wealthcare Capital 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	$1.33M	Buy	16,706 +418	+3%	+$37.3K	0.55%	40
2026 Q1	$1.51M	Sell	16,288 -313	-2%	-$30.2K	0.71%	29
2025 Q4	$1.42M	Buy	16,601 +4,332	+35%	+$356K	0.66%	32
2025 Q3	$938K	Buy	12,269 +6,552	+115%	+$449K	0.43%	46
2025 Q2	$375K	Sell	5,717 -2,231	-28%	-$145K	0.19%	94
2025 Q1	$492K	Sell	7,948 -304	-4%	-$17.3K	0.25%	65
2024 Q4	$429K	Buy	+8,252	New	+$435K	0.22%	70

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 $3.38T AUM 44.17% 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 Partners's GLDM Position: Q2 2026 in Review

Wealthcare Capital Partners increased its SPDR Gold MiniShares Trust (GLDM) stake by 2.6% in Q2 2026, buying an estimated $37.3K and bringing the position to 16,706 shares worth $1.33M. The position accounts for 0.55% of the portfolio, ranked #40.

Wealthcare Capital Partners first reported a position in GLDM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.51M in Q1 2026. 920 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Wealthcare Capital Partners held 16,706 shares of SPDR Gold MiniShares Trust worth $1.33M as of Q2 2026.
Wealthcare Capital Partners bought 418 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $37.3K.
SPDR Gold MiniShares Trust made up 0.55% of Wealthcare Capital Partners's portfolio in Q2 2026, its #40 holding.
Wealthcare Capital Partners first reported a position in SPDR Gold MiniShares Trust in Q4 2024 and has held it in 7 quarters since.
Wealthcare Capital Partners's SPDR Gold MiniShares Trust position peaked at $1.51M in Q1 2026.
920 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

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