Avid Wealth Partners
GLDM icon

Avid Wealth Partners’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Avid Wealth 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 		$15.3M Buy
185,571
+20,824
+13% +$1.76M 6.97% 2
2026
Q2 		$13.1M Buy
164,747
+10,423
+7% +$931K 6.33% 5
2026
Q1 		$14.3M Sell
154,324
-1,832
-1% -$177K 6.76% 4
2025
Q4 		$13.3M Sell
156,156
-9,722
-6% -$799K 6.51% 4
2025
Q3 		$12.7M Buy
165,878
+9,357
+6% +$641K 6.3% 7
2025
Q2 		$10.3M Buy
156,521
+500
+0.3% +$32.5K 5.87% 7
2025
Q1 		$9.7M Buy
156,021
+49
+0% +$2.78K 6.55% 4
2024
Q4 		$8.11M Sell
155,972
-9,159
-6% -$483K 5.76% 7
2024
Q3 		$8.61M Buy
165,131
+5,583
+3% +$274K 6.09% 5
2024
Q2 		$7.35M Sell
159,548
-10,136
-6% -$470K 5.71% 4
2024
Q1 		$7.47M Buy
169,684
+5,923
+4% +$243K 6% 4
2023
Q4 		$6.7M Buy
+163,761
New +$6.42M 6.64% 7

Other funds holding GLDM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 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
3EDGE Asset Management
3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Hollow Brook Wealth Management
Hollow Brook Wealth Management Katonah, New York $575M AUM 19.16% 1-Year Est. Return

Avid Wealth Partners's GLDM Position: Q3 2026 in Review

Avid Wealth Partners increased its SPDR Gold MiniShares Trust (GLDM) stake by 13% in Q3 2026, buying an estimated $1.76M and bringing the position to 185,571 shares worth $15.3M. The position accounts for 6.97% of the portfolio, ranked #2.

Avid Wealth Partners first reported a position in GLDM in Q4 2023 and has held it in 12 quarters since. 532 funds tracked by Wall St. Rank hold GLDM as of Q3 2026.

  • Avid Wealth Partners held 185,571 shares of SPDR Gold MiniShares Trust worth $15.3M as of Q3 2026.
  • Avid Wealth Partners bought 20,824 SPDR Gold MiniShares Trust shares in Q3 2026, an estimated $1.76M.
  • SPDR Gold MiniShares Trust made up 6.97% of Avid Wealth Partners's portfolio in Q3 2026, its #2 holding.
  • Avid Wealth Partners first reported a position in SPDR Gold MiniShares Trust in Q4 2023 and has held it in 12 quarters since.
  • 532 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q3 2026.

Based on Avid Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.