AMI Asset Management
GLDM icon

AMI Asset Management’s SPDR Gold MiniShares Trust GLDM Stock Holding History

AMI Asset 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 		$417K Hold
5,069
– – 0.02% 90
2026
Q2 		$403K Hold
5,069
– – 0.02% 91
2026
Q1 		$470K Buy
+5,069
New +$489K 0.03% 83

Other funds holding GLDM

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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
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
Bangor Savings Bank
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Encompass More Asset Management
Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
SIM
Summitas Investment Management Mckinney, Texas $133M AUM 16.43% 1-Year Est. Return

AMI Asset Management's GLDM Position: Q3 2026 in Review

AMI Asset Management held its SPDR Gold MiniShares Trust (GLDM) position steady in Q3 2026 at 5,069 shares worth $417K. The position accounts for 0.02% of the portfolio, ranked #90.

AMI Asset Management first reported a position in GLDM in Q1 2026 and has held it in 3 quarters since. The position peaked at $470K in Q1 2026. 213 funds tracked by Wall St. Rank hold GLDM as of Q3 2026.

  • AMI Asset Management held 5,069 shares of SPDR Gold MiniShares Trust worth $417K as of Q3 2026.
  • AMI Asset Management left its SPDR Gold MiniShares Trust share count unchanged in Q3 2026.
  • SPDR Gold MiniShares Trust made up 0.02% of AMI Asset Management's portfolio in Q3 2026, its #90 holding.
  • AMI Asset Management first reported a position in SPDR Gold MiniShares Trust in Q1 2026 and has held it in 3 quarters since.
  • AMI Asset Management's SPDR Gold MiniShares Trust position peaked at $470K in Q1 2026.
  • 213 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q3 2026.

Based on AMI Asset Management's 13F filing for Q3 2026, filed 20 Oct 2026.