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XY Planning Network’s SPDR Gold MiniShares Trust GLDM Stock Holding History

XY Planning Network’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 		$1.05M Sell
13,183
-3,310
-20% -$296K 0.13% 142
2026
Q1 		$1.56M Buy
16,493
+8,153
+98% +$786K 0.25% 93
2025
Q4 		$712K Buy
8,340
+3,350
+67% +$275K 0.12% 143
2025
Q3 		$327K Hold
4,990
– – 0.11% 136
2025
Q2 		$327K Buy
+4,990
New +$325K 0.11% 136

Other funds holding GLDM

SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

XY Planning Network's GLDM Position: Q2 2026 in Review

XY Planning Network reduced its SPDR Gold MiniShares Trust (GLDM) stake by 20% in Q2 2026, selling an estimated $296K and leaving 13,183 shares worth $1.05M. The position accounts for 0.13% of the portfolio, ranked #142.

XY Planning Network first reported a position in GLDM in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.56M in Q1 2026. 310 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

  • XY Planning Network held 13,183 shares of SPDR Gold MiniShares Trust worth $1.05M as of Q2 2026.
  • XY Planning Network sold 3,310 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $296K.
  • SPDR Gold MiniShares Trust made up 0.13% of XY Planning Network's portfolio in Q2 2026, its #142 holding.
  • XY Planning Network first reported a position in SPDR Gold MiniShares Trust in Q2 2025 and has held it in 5 quarters since.
  • XY Planning Network's SPDR Gold MiniShares Trust position peaked at $1.56M in Q1 2026.
  • 310 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.