WOSD
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WFA of San Diego’s SPDR Gold MiniShares Trust GLDM Stock Holding History

WFA of San Diego’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 		$2.59M Sell
30,106
-1,185
-4% -$106K 2.12% 14
2026
Q1 		$2.9M Sell
31,291
-2,720
-8% -$262K 2.33% 10
2025
Q4 		$2.9M Sell
34,011
-822
-2% -$67.6K 2.13% 8
2025
Q3 		$2.66M Buy
34,833
+407
+1% +$27.9K 1.82% 13
2025
Q2 		$2.26M Buy
+34,426
New +$2.24M 1.66% 14
2024
Q3 		$1.9M Sell
36,501
-501
-1% -$24.6K 1.6% 16
2024
Q2 		$1.71M Buy
+37,002
New +$1.71M 1.53% 15
2023
Q3 		$1.46M Sell
39,702
-2,172
-5% -$83K 1.51% 16
2023
Q2 		$1.59M Sell
41,874
-5,791
-12% -$227K 1.57% 13
2023
Q1 		$1.86M Sell
47,665
-4,955
-9% -$186K 1.95% 14
2022
Q4 		$1.9M Sell
52,620
-1,379
-3% -$47.4K 1.46% 14
2022
Q3 		$1.78M Buy
53,999
+3,040
+6% +$104K 1.6% 14
2022
Q2 		$1.83M Sell
50,959
-6,127
-11% -$228K 1.57% 14
2022
Q1 		$2.2M Sell
57,086
-575
-1% -$21.5K 1.67% 12
2021
Q4 		$2.1M Buy
57,661
+2,014
+4% +$71.9K 1.22% 17
2021
Q3 		$1.94M Buy
55,647
+1,005
+2% +$35.8K 1.36% 15
2021
Q2 		$1.92M Buy
54,642
+1,177
+2% +$42.5K 1.49% 14
2021
Q1 		$1.82M Sell
53,465
-3,073
-5% -$110K 1.51% 12
2020
Q4 		$18K Buy
56,538
+2,252
+4% +$84.2K ﹤0.01% 88
2020
Q3 		$2.04M Sell
54,286
-74,356
-58% -$2.84M 1.93% 9
2020
Q2 		$4.18M Buy
+128,642
New +$4.4M 0.98% 18

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

WFA of San Diego's GLDM Position: Q2 2026 in Review

WFA of San Diego reduced its SPDR Gold MiniShares Trust (GLDM) stake by 3.8% in Q2 2026, selling an estimated $106K and leaving 30,106 shares worth $2.59M. The position accounts for 2.12% of the portfolio, ranked #14.

WFA of San Diego first reported a position in GLDM in Q2 2020 and has held it in 21 quarters since. The position peaked at $4.18M in Q2 2020. 920 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

  • WFA of San Diego held 30,106 shares of SPDR Gold MiniShares Trust worth $2.59M as of Q2 2026.
  • WFA of San Diego sold 1,185 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $106K.
  • SPDR Gold MiniShares Trust made up 2.12% of WFA of San Diego's portfolio in Q2 2026, its #14 holding.
  • WFA of San Diego first reported a position in SPDR Gold MiniShares Trust in Q2 2020 and has held it in 21 quarters since.
  • WFA of San Diego's SPDR Gold MiniShares Trust position peaked at $4.18M in Q2 2020.
  • 920 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.