Bar Harbor Wealth Management
GLDM icon

Bar Harbor Wealth Management’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Bar Harbor 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 		$336K Buy
4,086
+1,081
+36% +$91.2K 0.02% 223
2026
Q2 		$239K Buy
3,005
+736
+32% +$65.7K 0.01% 242
2026
Q1 		$210K Buy
+2,269
New +$219K 0.01% 254

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
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
NavPoint Financial
NavPoint Financial Prior Lake, Minnesota $283M AUM 9.09% 1-Year Est. Return
Encompass More Asset Management
Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return

Bar Harbor Wealth Management's GLDM Position: Q3 2026 in Review

Bar Harbor Wealth Management increased its SPDR Gold MiniShares Trust (GLDM) stake by 36% in Q3 2026, buying an estimated $91.2K and bringing the position to 4,086 shares worth $336K. The position accounts for 0.02% of the portfolio, ranked #223.

Bar Harbor Wealth Management first reported a position in GLDM in Q1 2026 and has held it in 3 quarters since. 241 funds tracked by Wall St. Rank hold GLDM as of Q3 2026.

  • Bar Harbor Wealth Management held 4,086 shares of SPDR Gold MiniShares Trust worth $336K as of Q3 2026.
  • Bar Harbor Wealth Management bought 1,081 SPDR Gold MiniShares Trust shares in Q3 2026, an estimated $91.2K.
  • SPDR Gold MiniShares Trust made up 0.02% of Bar Harbor Wealth Management's portfolio in Q3 2026, its #223 holding.
  • Bar Harbor Wealth Management first reported a position in SPDR Gold MiniShares Trust in Q1 2026 and has held it in 3 quarters since.
  • 241 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q3 2026.

Based on Bar Harbor Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.