ZF
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Zhang Financial’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Zhang Financial’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 		$7.97M Buy
100,369
+2,575
+3% +$230K 0.23% 62
2026
Q1 		$9.06M Sell
97,794
-290
-0.3% -$28K 0.31% 50
2025
Q4 		$8.37M Sell
98,084
-6,429
-6% -$528K 0.31% 47
2025
Q3 		$7.99M Sell
104,513
-376
-0.4% -$25.8K 0.32% 45
2025
Q2 		$6.87M Buy
104,889
+600
+0.6% +$39K 0.32% 47
2025
Q1 		$6.45M Sell
104,289
-187
-0.2% -$10.6K 0.34% 44
2024
Q4 		$5.43M Buy
104,476
+1,444
+1% +$76.1K 0.31% 46
2024
Q3 		$5.37M Sell
103,032
-4,035
-4% -$198K 0.34% 41
2024
Q2 		$4.93M Buy
107,067
+2,493
+2% +$116K 0.35% 41
2024
Q1 		$4.61M Buy
104,574
+4,218
+4% +$173K 0.34% 42
2023
Q4 		$4.11M Sell
100,356
-10,807
-10% -$424K 0.35% 40
2023
Q3 		$4.08M Sell
111,163
-121
-0.1% -$4.63K 0.41% 36
2023
Q2 		$4.24M Sell
111,284
-8,449
-7% -$332K 0.43% 36
2023
Q1 		$4.68M Sell
119,733
-4,114
-3% -$155K 0.53% 31
2022
Q4 		$4.48M Buy
123,847
+1,835
+2% +$63.1K 0.57% 31
2022
Q3 		$4.02M Buy
122,012
+345
+0.3% +$11.8K 0.61% 32
2022
Q2 		$4.37M Buy
121,667
+109,705
+917% +$4.08M 0.7% 28
2022
Q1 		$460K Sell
11,962
-119,845
-91% -$4.47M 0.08% 138
2021
Q4 		$4.79M Buy
131,807
+4,871
+4% +$174K 0.85% 22
2021
Q3 		$4.43M Buy
126,936
+17,035
+16% +$606K 1.03% 19
2021
Q2 		$3.87M Buy
109,901
+20,064
+22% +$724K 0.95% 18
2021
Q1 		$3.08M Buy
+89,837
New +$3.21M 0.83% 19

Other funds holding GLDM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return
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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 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

Zhang Financial's GLDM Position: Q2 2026 in Review

Zhang Financial increased its SPDR Gold MiniShares Trust (GLDM) stake by 2.6% in Q2 2026, buying an estimated $230K and bringing the position to 100,369 shares worth $7.97M. The position accounts for 0.23% of the portfolio, ranked #62.

Zhang Financial first reported a position in GLDM in Q1 2021 and has held it in 22 quarters since. The position peaked at $9.06M in Q1 2026. 436 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

  • Zhang Financial held 100,369 shares of SPDR Gold MiniShares Trust worth $7.97M as of Q2 2026.
  • Zhang Financial bought 2,575 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $230K.
  • SPDR Gold MiniShares Trust made up 0.23% of Zhang Financial's portfolio in Q2 2026, its #62 holding.
  • Zhang Financial first reported a position in SPDR Gold MiniShares Trust in Q1 2021 and has held it in 22 quarters since.
  • Zhang Financial's SPDR Gold MiniShares Trust position peaked at $9.06M in Q1 2026.
  • 436 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.