WealthPLAN Partners’s SPDR Gold MiniShares Trust GLDM Stock Holding History

WealthPLAN 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	$425K	Buy	5,345 +485	+10%	+$43.3K	0.08%	174
2026 Q1	$450K	Sell	4,860 -10,552	-68%	-$1.02M	0.09%	168
2025 Q4	$1.32M	Buy	15,412 +796	+5%	+$65.4K	0.2%	113
2025 Q3	$1.12M	Buy	14,616 +6,013	+70%	+$412K	0.17%	121
2025 Q2	$564K	Sell	8,603 -3,772	-30%	-$245K	0.09%	162
2025 Q1	$766K	Buy	12,375 +5,891	+91%	+$335K	0.11%	139
2024 Q4	$337K	Buy	+6,484	New	+$342K	0.05%	202

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

WealthPLAN Partners's GLDM Position: Q2 2026 in Review

WealthPLAN Partners increased its SPDR Gold MiniShares Trust (GLDM) stake by 10% in Q2 2026, buying an estimated $43.3K and bringing the position to 5,345 shares worth $425K. The position accounts for 0.08% of the portfolio, ranked #174.

WealthPLAN Partners first reported a position in GLDM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.32M in Q4 2025. 913 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

WealthPLAN Partners held 5,345 shares of SPDR Gold MiniShares Trust worth $425K as of Q2 2026.
WealthPLAN Partners bought 485 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $43.3K.
SPDR Gold MiniShares Trust made up 0.08% of WealthPLAN Partners's portfolio in Q2 2026, its #174 holding.
WealthPLAN Partners first reported a position in SPDR Gold MiniShares Trust in Q4 2024 and has held it in 7 quarters since.
WealthPLAN Partners's SPDR Gold MiniShares Trust position peaked at $1.32M in Q4 2025.
913 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.