Barrett & Company’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Barrett & Company’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	$51.1K	Hold	622	–	–	0.01%	301
2026 Q2	$49.4K	Hold	622	–	–	0.01%	317
2026 Q1	$57.7K	Sell	622 -398	-39%	-$38.4K	0.02%	272
2025 Q4	$87.1K	Hold	1,020	–	–	0.03%	222
2025 Q3	$78K	Hold	1,020	–	–	0.03%	241
2025 Q2	$66.8K	Hold	1,020	–	–	0.03%	258
2025 Q1	$63.1K	Hold	1,020	–	–	0.03%	240
2024 Q4	$53K	Hold	1,020	–	–	0.02%	260
2024 Q3	$53.2K	Buy	+1,020	New	+$50.1K	0.02%	252

Other funds holding GLDM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Regents of the University of California Oakland, California $6.64B AUM 23.46% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 1-Year Est. Return

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

Hollow Brook Wealth Management Katonah, New York $575M AUM 19.16% 1-Year Est. Return

Barrett & Company's GLDM Position: Q3 2026 in Review

Barrett & Company held its SPDR Gold MiniShares Trust (GLDM) position steady in Q3 2026 at 622 shares worth $51.1K. The position accounts for 0.01% of the portfolio, ranked #301.

Barrett & Company first reported a position in GLDM in Q3 2024 and has held it in 9 quarters since. The position peaked at $87.1K in Q4 2025. 526 funds tracked by Wall St. Rank hold GLDM as of Q3 2026.

Barrett & Company held 622 shares of SPDR Gold MiniShares Trust worth $51.1K as of Q3 2026.
Barrett & Company left its SPDR Gold MiniShares Trust share count unchanged in Q3 2026.
SPDR Gold MiniShares Trust made up 0.01% of Barrett & Company's portfolio in Q3 2026, its #301 holding.
Barrett & Company first reported a position in SPDR Gold MiniShares Trust in Q3 2024 and has held it in 9 quarters since.
Barrett & Company's SPDR Gold MiniShares Trust position peaked at $87.1K in Q4 2025.
526 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q3 2026.

Based on Barrett & Company's 13F filing for Q3 2026, filed 22 Oct 2026.