Able Wealth Management’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Able Wealth Management’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	$1.4M	Buy	17,133 +5,037	+42%	+$425K	0.31%	55
2026 Q2	$961K	Sell	12,096 -592	-5%	-$52.9K	0.22%	62
2026 Q1	$1.18M	Buy	12,688 +5,985	+89%	+$577K	0.31%	53
2025 Q4	$572K	Buy	6,703 +2,001	+43%	+$164K	0.18%	66
2025 Q3	$360K	Buy	4,702 +556	+13%	+$38.1K	0.14%	79
2025 Q2	$272K	Buy	+4,146	New	+$270K	0.14%	90

Other funds holding GLDM

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 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

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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

School Employees Retirement Board of Ohio Columbus, Ohio $339M AUM 6.37% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Verde Servicos Internacionais Sao Paulo, Brazil $294M AUM 9.98% 1-Year Est. Return

Able Wealth Management's GLDM Position: Q3 2026 in Review

Able Wealth Management increased its SPDR Gold MiniShares Trust (GLDM) stake by 42% in Q3 2026, buying an estimated $425K and bringing the position to 17,133 shares worth $1.4M. The position accounts for 0.31% of the portfolio, ranked #55.

Able Wealth Management first reported a position in GLDM in Q2 2025 and has held it in 6 quarters since. 336 funds tracked by Wall St. Rank hold GLDM as of Q3 2026.

Able Wealth Management held 17,133 shares of SPDR Gold MiniShares Trust worth $1.4M as of Q3 2026.
Able Wealth Management bought 5,037 SPDR Gold MiniShares Trust shares in Q3 2026, an estimated $425K.
SPDR Gold MiniShares Trust made up 0.31% of Able Wealth Management's portfolio in Q3 2026, its #55 holding.
Able Wealth Management first reported a position in SPDR Gold MiniShares Trust in Q2 2025 and has held it in 6 quarters since.
336 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q3 2026.

Based on Able Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.