Wealthspire Advisors (New York)’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Wealthspire Advisors (New York)’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	$5.82M	Buy	73,273 +12,701	+21%	+$1.13M	0.03%	237
2026 Q1	$5.61M	Buy	60,572 +28,743	+90%	+$2.77M	0.04%	155
2025 Q4	$2.72M	Buy	31,829 +21,499	+208%	+$1.77M	0.02%	245
2025 Q3	$790K	Buy	10,330 +2,064	+25%	+$141K	﹤0.01%	436
2025 Q2	$542K	Buy	+8,266	New	+$538K	﹤0.01%	521

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

Wealthspire Advisors (New York)'s GLDM Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its SPDR Gold MiniShares Trust (GLDM) stake by 21% in Q2 2026, buying an estimated $1.13M and bringing the position to 73,273 shares worth $5.82M. The position accounts for 0.03% of the portfolio, ranked #237.

Wealthspire Advisors (New York) first reported a position in GLDM in Q2 2025 and has held it in 5 quarters since. 920 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Wealthspire Advisors (New York) held 73,273 shares of SPDR Gold MiniShares Trust worth $5.82M as of Q2 2026.
Wealthspire Advisors (New York) bought 12,701 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $1.13M.
SPDR Gold MiniShares Trust made up 0.03% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #237 holding.
Wealthspire Advisors (New York) first reported a position in SPDR Gold MiniShares Trust in Q2 2025 and has held it in 5 quarters since.
920 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.