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Wellington-Altus USA’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Wellington-Altus USA’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 		$1.53M Sell
16,462
-551
-3% -$49.2K 1.09% 15
2026
Q1 		$1.35M Sell
17,013
-10,611
-38% -$1.02M 0.8% 25
2025
Q4 		$2.36M Buy
+27,624
New +$2.27M 1.75% 9

Other funds holding GLDM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
State Street
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wellington-Altus USA's GLDM Position: Q2 2026 in Review

Wellington-Altus USA reduced its SPDR Gold MiniShares Trust (GLDM) stake by 3.2% in Q2 2026, selling an estimated $49.2K and leaving 16,462 shares worth $1.53M. The position accounts for 1.09% of the portfolio, ranked #15.

Wellington-Altus USA first reported a position in GLDM in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.36M in Q4 2025. 920 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

  • Wellington-Altus USA held 16,462 shares of SPDR Gold MiniShares Trust worth $1.53M as of Q2 2026.
  • Wellington-Altus USA sold 551 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $49.2K.
  • SPDR Gold MiniShares Trust made up 1.09% of Wellington-Altus USA's portfolio in Q2 2026, its #15 holding.
  • Wellington-Altus USA first reported a position in SPDR Gold MiniShares Trust in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's SPDR Gold MiniShares Trust position peaked at $2.36M in Q4 2025.
  • 920 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.