Avidian Wealth Enterprises’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Avidian Wealth Enterprises’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	-5,563	Closed	-$442K	–	771
2026 Q2	$442K	Buy	5,563 +617	+12%	+$55.1K	0.01%	504
2026 Q1	$458K	Sell	4,946 -6,865	-58%	-$662K	0.01%	455
2025 Q4	$1.01M	Sell	11,811 -2,490	-17%	-$205K	0.04%	222
2025 Q3	$1.09M	Buy	14,301 +5,806	+68%	+$398K	0.04%	207
2025 Q2	$557K	Sell	8,495 -2,691	-24%	-$175K	0.02%	311
2025 Q1	$692K	Buy	11,186 +5,684	+103%	+$323K	0.03%	245
2024 Q4	$286K	Buy	+5,502	New	+$290K	0.01%	408

Other funds holding GLDM

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

BTWM

Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return

RCP

Roan Capital Partners Johnson City, Tennessee $137M AUM

Avidian Wealth Enterprises's GLDM Position: Q3 2026 in Review

Avidian Wealth Enterprises sold out of SPDR Gold MiniShares Trust (GLDM) in Q3 2026, closing a stake of 5,563 shares — an estimated $442K sold.

Avidian Wealth Enterprises first reported a position in GLDM in Q4 2024 and held it in 7 quarters. The position peaked at $1.09M in Q3 2025. 50 funds tracked by Wall St. Rank hold GLDM as of Q3 2026.

Avidian Wealth Enterprises reported no remaining SPDR Gold MiniShares Trust position as of Q3 2026 after selling out during the quarter.
Avidian Wealth Enterprises sold 5,563 SPDR Gold MiniShares Trust shares in Q3 2026, an estimated $442K.
Avidian Wealth Enterprises first reported a position in SPDR Gold MiniShares Trust in Q4 2024 and held it in 7 quarters.
Avidian Wealth Enterprises's SPDR Gold MiniShares Trust position peaked at $1.09M in Q3 2025.
50 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.