Western Wealth Management’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Western Wealth 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	$2.85M	Sell	35,934 -857	-2%	-$76.5K	0.09%	226
2026 Q1	$3.41M	Sell	36,791 -339	-0.9%	-$32.7K	0.13%	164
2025 Q4	$3.17M	Buy	37,130 +12,599	+51%	+$1.04M	0.15%	139
2025 Q3	$1.88M	Buy	24,531 +4,639	+23%	+$318K	0.1%	194
2025 Q2	$1.3M	Buy	19,892 +11,345	+133%	+$738K	0.08%	224
2025 Q1	$529K	Buy	8,547 +2,158	+34%	+$123K	0.04%	375
2024 Q4	$332K	Buy	+6,389	New	+$337K	0.02%	579
2022 Q3	–	Sell	-18,428	Closed	-$640K	–	824
2022 Q2	$640K	Buy	18,428 +3,444	+23%	+$128K	0.04%	408
2022 Q1	$576K	Buy	+14,984	New	+$560K	0.03%	483
2021 Q1	–	Sell	-6,299	Closed	-$239K	–	526
2020 Q4	$239K	Sell	6,299 -1,668	-21%	-$62.4K	0.04%	404
2020 Q3	$300K	Buy	+7,967	New	+$304K	0.05%	334

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

Western Wealth Management's GLDM Position: Q2 2026 in Review

Western Wealth Management reduced its SPDR Gold MiniShares Trust (GLDM) stake by 2.3% in Q2 2026, selling an estimated $76.5K and leaving 35,934 shares worth $2.85M. The position accounts for 0.09% of the portfolio, ranked #226.

Western Wealth Management first reported a position in GLDM in Q3 2020 and has held it in 11 quarters since. The position peaked at $3.41M in Q1 2026. 916 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Western Wealth Management held 35,934 shares of SPDR Gold MiniShares Trust worth $2.85M as of Q2 2026.
Western Wealth Management sold 857 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $76.5K.
SPDR Gold MiniShares Trust made up 0.09% of Western Wealth Management's portfolio in Q2 2026, its #226 holding.
Western Wealth Management first reported a position in SPDR Gold MiniShares Trust in Q3 2020 and has held it in 11 quarters since.
Western Wealth Management's SPDR Gold MiniShares Trust position peaked at $3.41M in Q1 2026.
916 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.