AMJ Financial Wealth Management
GLDM icon

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

AMJ Financial 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 		$1.31M Sell
15,898
-79,496
-83% -$6.71M 0.29% 46
2026
Q2 		$8.84M Hold
95,394
– – 2.09% 20
2026
Q1 		$8.84M Buy
95,394
+543
+0.6% +$52.4K 2.09% 20
2025
Q4 		$8.1M Sell
94,851
-10,633
-10% -$874K 1.91% 28
2025
Q3 		$8.06M Sell
105,484
-3,923
-4% -$269K 1.92% 26
2025
Q2 		$7.17M Sell
109,407
-8,984
-8% -$585K 1.78% 28
2025
Q1 		$7.33M Buy
118,391
+2,072
+2% +$118K 2.16% 21
2024
Q4 		$6.05M Sell
116,319
-1,804
-2% -$95.1K 1.67% 30
2024
Q3 		$6.16M Sell
118,123
-1,445
-1% -$71K 1.76% 29
2024
Q2 		$5.51M Buy
119,568
+1,527
+1% +$70.8K 1.71% 30
2024
Q1 		$5.2M Buy
118,041
+2,331
+2% +$95.8K 1.74% 30
2023
Q4 		$4.73M Sell
115,710
-118,933
-51% -$4.66M 1.99% 24
2023
Q3 		$8.6M Sell
234,643
-88,629
-27% -$3.39M 3.96% 3
2023
Q2 		$12.3M Buy
323,272
+212,522
+192% +$8.34M 5.41% 1
2023
Q1 		$4.33M Sell
110,750
-119,904
-52% -$4.5M 2.79% 16
2022
Q4 		$8.35M Buy
+230,654
New +$7.93M 4.94% 5

Other funds holding GLDM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
MAI Capital Management
MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Resona Asset Management
Resona Asset Management Koto-Ku,tokyo, Japan $21.2B AUM 30.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mizuho Bank
Mizuho Bank Tokyo, Japan $378M AUM 17.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.62B AUM 0.83% 1-Year Est. Return

AMJ Financial Wealth Management's GLDM Position: Q3 2026 in Review

AMJ Financial Wealth Management reduced its SPDR Gold MiniShares Trust (GLDM) stake by 83% in Q3 2026, selling an estimated $6.71M and leaving 15,898 shares worth $1.31M. The position accounts for 0.29% of the portfolio, ranked #46.

AMJ Financial Wealth Management first reported a position in GLDM in Q4 2022 and has held it in 16 quarters since. The position peaked at $12.3M in Q2 2023. 876 funds tracked by Wall St. Rank hold GLDM as of Q3 2026.

  • AMJ Financial Wealth Management held 15,898 shares of SPDR Gold MiniShares Trust worth $1.31M as of Q3 2026.
  • AMJ Financial Wealth Management sold 79,496 SPDR Gold MiniShares Trust shares in Q3 2026, an estimated $6.71M.
  • SPDR Gold MiniShares Trust made up 0.29% of AMJ Financial Wealth Management's portfolio in Q3 2026, its #46 holding.
  • AMJ Financial Wealth Management first reported a position in SPDR Gold MiniShares Trust in Q4 2022 and has held it in 16 quarters since.
  • AMJ Financial Wealth Management's SPDR Gold MiniShares Trust position peaked at $12.3M in Q2 2023.
  • 876 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q3 2026.

Based on AMJ Financial Wealth Management's 13F filing for Q3 2026, filed 13 Nov 2026.