Alpha Financial Partners’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Alpha Financial Partners’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	$758K	Sell	9,224 -326	-3%	-$27.5K	0.39%	42
2026 Q2	$758K	Buy	9,550 +1,959	+26%	+$175K	0.4%	38
2026 Q1	$704K	Sell	7,591 -569	-7%	-$54.9K	0.42%	36
2025 Q4	$697K	Sell	8,160 -535	-6%	-$44K	0.43%	34
2025 Q3	$665K	Buy	8,695 +1,655	+24%	+$113K	0.43%	38
2025 Q2	$461K	Buy	+7,040	New	+$458K	0.33%	49

Other funds holding GLDM

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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Resona Asset Management Koto-Ku,tokyo, Japan $21.2B AUM 30.94% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mizuho Bank Tokyo, Japan $378M AUM 17.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.62B AUM 0.83% 1-Year Est. Return

Alpha Financial Partners's GLDM Position: Q3 2026 in Review

Alpha Financial Partners reduced its SPDR Gold MiniShares Trust (GLDM) stake by 3.4% in Q3 2026, selling an estimated $27.5K and leaving 9,224 shares worth $758K. The position accounts for 0.39% of the portfolio, ranked #42.

Alpha Financial Partners first reported a position in GLDM in Q2 2025 and has held it in 6 quarters since. The position peaked at $758K in Q2 2026. 876 funds tracked by Wall St. Rank hold GLDM as of Q3 2026.

Alpha Financial Partners held 9,224 shares of SPDR Gold MiniShares Trust worth $758K as of Q3 2026.
Alpha Financial Partners sold 326 SPDR Gold MiniShares Trust shares in Q3 2026, an estimated $27.5K.
SPDR Gold MiniShares Trust made up 0.39% of Alpha Financial Partners's portfolio in Q3 2026, its #42 holding.
Alpha Financial Partners first reported a position in SPDR Gold MiniShares Trust in Q2 2025 and has held it in 6 quarters since.
Alpha Financial Partners's SPDR Gold MiniShares Trust position peaked at $758K in Q2 2026.
876 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q3 2026.

Based on Alpha Financial Partners's 13F filing for Q3 2026, filed 10 Nov 2026.