Acorn Wealth Advisors
GLDM icon

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

Acorn 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 		$1.71M Buy
21,150
+9,798
+86% +$826K 0.42% 55
2026
Q2 		$902K Hold
11,352
– – 0.22% 101
2026
Q1 		$1.05M Buy
11,352
+225
+2% +$21.7K 0.31% 71
2025
Q4 		$950K Sell
11,127
-8
-0.1% -$657 0.28% 76
2025
Q3 		$851K Sell
11,135
-2,185
-16% -$150K 0.27% 87
2025
Q2 		$873K Sell
13,320
-155
-1% -$10.1K 0.32% 73
2025
Q1 		$834K Sell
13,475
-24
-0.2% -$1.36K 0.35% 65
2024
Q4 		$702K Sell
13,499
-3,311
-20% -$175K 0.29% 78
2024
Q3 		$876K Sell
16,810
-2,833
-14% -$139K 0.38% 57
2024
Q2 		$905K Hold
19,643
– – 0.45% 47
2024
Q1 		$865K Buy
19,643
+1,401
+8% +$57.6K 0.45% 48
2023
Q4 		$746K Sell
18,242
-2,252
-11% -$88.3K 0.44% 49
2023
Q3 		$751K Sell
20,494
-1,597
-7% -$61K 0.5% 47
2023
Q2 		$841K Sell
22,091
-467
-2% -$18.3K 0.57% 40
2023
Q1 		$882K Sell
22,558
-501
-2% -$18.8K 0.65% 38
2022
Q4 		$835K Sell
23,059
-2,120
-8% -$72.8K 0.64% 40
2022
Q3 		$830K Buy
25,179
+28
+0.1% +$960 0.68% 35
2022
Q2 		$902K Buy
+25,151
New +$936K 0.71% 32
2022
Q1 		– Sell
-34,073
Closed -$1.24M – 179
2021
Q4 		$1.24M Buy
34,073
+2,956
+9% +$106K 0.79% 32
2021
Q3 		$1.09M Buy
31,117
+1,726
+6% +$61.4K 0.76% 34
2021
Q2 		$1.04M Buy
29,391
+2,180
+8% +$78.7K 0.72% 32
2021
Q1 		$925K Buy
27,211
+4,055
+18% +$145K 0.66% 39
2020
Q4 		$877K Buy
23,156
+1,414
+7% +$52.9K 0.69% 34
2020
Q3 		$817K Buy
21,742
+7,815
+56% +$298K 0.72% 31
2020
Q2 		$495K Buy
13,927
+1,411
+11% +$48.3K 0.46% 48
2020
Q1 		$411K Buy
+12,516
New +$395K 0.46% 47

Other funds holding GLDM

WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Regents of the University of California
Regents of the University of California Oakland, California $6.64B AUM 23.46% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
School Employees Retirement Board of Ohio
School Employees Retirement Board of Ohio Columbus, Ohio $339M AUM 6.37% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Verde Servicos Internacionais
Verde Servicos Internacionais Sao Paulo, Brazil $294M AUM 9.98% 1-Year Est. Return

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

Acorn Wealth Advisors increased its SPDR Gold MiniShares Trust (GLDM) stake by 86% in Q3 2026, buying an estimated $826K and bringing the position to 21,150 shares worth $1.71M. The position accounts for 0.42% of the portfolio, ranked #55.

Acorn Wealth Advisors first reported a position in GLDM in Q1 2020 and has held it in 26 quarters since. 339 funds tracked by Wall St. Rank hold GLDM as of Q3 2026.

  • Acorn Wealth Advisors held 21,150 shares of SPDR Gold MiniShares Trust worth $1.71M as of Q3 2026.
  • Acorn Wealth Advisors bought 9,798 SPDR Gold MiniShares Trust shares in Q3 2026, an estimated $826K.
  • SPDR Gold MiniShares Trust made up 0.42% of Acorn Wealth Advisors's portfolio in Q3 2026, its #55 holding.
  • Acorn Wealth Advisors first reported a position in SPDR Gold MiniShares Trust in Q1 2020 and has held it in 26 quarters since.
  • 339 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q3 2026.

Based on Acorn Wealth Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.