4Wealth Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

4Wealth Advisors’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 Q3	$905K	Sell	10,953 -161	-1%	-$13.6K	0.63%	46
2026 Q2	$883K	Buy	11,114 +1,561	+16%	+$139K	0.68%	42
2026 Q1	$853K	Sell	9,553 -20	-0.2%	-$1.93K	0.73%	39
2025 Q4	$817K	Buy	9,573 +285	+3%	+$23.4K	0.7%	42
2025 Q3	$710K	Sell	9,288 -8	-0.1%	-$548	0.63%	50
2025 Q2	$609K	Sell	9,296 -212	-2%	-$13.8K	0.62%	55
2025 Q1	$588K	Sell	9,508 -750	-7%	-$42.6K	0.64%	50
2024 Q4	$533K	Buy	+10,258	New	+$541K	0.53%	62

Other funds holding GLDM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Regents of the University of California Oakland, California $6.64B AUM 23.46% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Hollow Brook Wealth Management Katonah, New York $575M AUM 19.16% 1-Year Est. Return

4Wealth Advisors's GLDM Position: Q3 2026 in Review

4Wealth Advisors reduced its SPDR Gold MiniShares Trust (GLDM) stake by 1.4% in Q3 2026, selling an estimated $13.6K and leaving 10,953 shares worth $905K. The position accounts for 0.63% of the portfolio, ranked #46.

4Wealth Advisors first reported a position in GLDM in Q4 2024 and has held it in 8 quarters since. 432 funds tracked by Wall St. Rank hold GLDM as of Q3 2026.

4Wealth Advisors held 10,953 shares of SPDR Gold MiniShares Trust worth $905K as of Q3 2026.
4Wealth Advisors sold 161 SPDR Gold MiniShares Trust shares in Q3 2026, an estimated $13.6K.
SPDR Gold MiniShares Trust made up 0.63% of 4Wealth Advisors's portfolio in Q3 2026, its #46 holding.
4Wealth Advisors first reported a position in SPDR Gold MiniShares Trust in Q4 2024 and has held it in 8 quarters since.
432 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q3 2026.

Based on 4Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.