Asset Allocation Strategies
GLDM icon

Asset Allocation Strategies’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Asset Allocation Strategies’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 		– Sell
-4,126
Closed -$328K – 177
2026
Q2 		$328K Buy
4,126
+1,016
+33% +$90.7K 0.05% 146
2026
Q1 		$288K Buy
3,110
+206
+7% +$19.9K 0.05% 144
2025
Q4 		$248K Buy
+2,904
New +$239K 0.05% 149

Other funds holding GLDM

Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 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
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

Asset Allocation Strategies's GLDM Position: Q3 2026 in Review

Asset Allocation Strategies sold out of SPDR Gold MiniShares Trust (GLDM) in Q3 2026, closing a stake of 4,126 shares — an estimated $328K sold.

Asset Allocation Strategies first reported a position in GLDM in Q4 2025 and held it in 3 quarters. The position peaked at $328K in Q2 2026. 210 funds tracked by Wall St. Rank hold GLDM as of Q3 2026.

  • Asset Allocation Strategies reported no remaining SPDR Gold MiniShares Trust position as of Q3 2026 after selling out during the quarter.
  • Asset Allocation Strategies sold 4,126 SPDR Gold MiniShares Trust shares in Q3 2026, an estimated $328K.
  • Asset Allocation Strategies first reported a position in SPDR Gold MiniShares Trust in Q4 2025 and held it in 3 quarters.
  • Asset Allocation Strategies's SPDR Gold MiniShares Trust position peaked at $328K in Q2 2026.
  • 210 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q3 2026.

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