A4 Wealth Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

A4 Wealth 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	$428K	Sell	5,205 -205	-4%	-$17.3K	0.28%	45
2026 Q2	$430K	Sell	5,410 -6,412	-54%	-$573K	0.28%	52
2026 Q1	$1.1M	Sell	11,822 -998	-8%	-$96.3K	0.9%	29
2025 Q4	$1.09M	Sell	12,820 -4,392	-26%	-$361K	0.95%	26
2025 Q3	$1.32M	Buy	+17,212	New	+$1.18M	1.11%	27

Other funds holding GLDM

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

LPL Financial San Diego, California $468B AUM 17.69% 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

SBI Okasan Asset Management Tokyo, Japan $3.18B AUM 5.76% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 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

A4 Wealth Advisors's GLDM Position: Q3 2026 in Review

A4 Wealth Advisors reduced its SPDR Gold MiniShares Trust (GLDM) stake by 3.8% in Q3 2026, selling an estimated $17.3K and leaving 5,205 shares worth $428K. The position accounts for 0.28% of the portfolio, ranked #45.

A4 Wealth Advisors first reported a position in GLDM in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.32M in Q3 2025. 661 funds tracked by Wall St. Rank hold GLDM as of Q3 2026.

A4 Wealth Advisors held 5,205 shares of SPDR Gold MiniShares Trust worth $428K as of Q3 2026.
A4 Wealth Advisors sold 205 SPDR Gold MiniShares Trust shares in Q3 2026, an estimated $17.3K.
SPDR Gold MiniShares Trust made up 0.28% of A4 Wealth Advisors's portfolio in Q3 2026, its #45 holding.
A4 Wealth Advisors first reported a position in SPDR Gold MiniShares Trust in Q3 2025 and has held it in 5 quarters since.
A4 Wealth Advisors's SPDR Gold MiniShares Trust position peaked at $1.32M in Q3 2025.
661 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q3 2026.

Based on A4 Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.