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

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

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. 916 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.
916 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.