Bright Financial Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Bright Financial Advisors’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	$7.74M	Buy	94,187 +2,786	+3%	+$235K	3.24%	9
2026 Q2	$7.26M	Buy	91,401 +5,875	+7%	+$525K	3.04%	11
2026 Q1	$7.93M	Buy	85,526 +738	+0.9%	+$71.2K	3.63%	7
2025 Q4	$7.24M	Buy	84,788 +1,954	+2%	+$161K	3.42%	9
2025 Q3	$6.33M	Buy	82,834 +13,558	+20%	+$929K	3.1%	10
2025 Q2	$4.54M	Buy	69,276 +798	+1%	+$51.9K	2.52%	11
2025 Q1	$4.24M	Buy	68,478 +85	+0.1%	+$4.83K	2.6%	9
2024 Q4	$3.56M	Buy	68,393 +3,706	+6%	+$195K	2.23%	13
2024 Q3	$3.37M	Buy	64,687 +5,066	+8%	+$249K	2.15%	12
2024 Q2	$2.75M	Buy	59,621 +604	+1%	+$28K	1.94%	15
2024 Q1	$2.72M	Buy	+59,017	New	+$2.43M	2.03%	11

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

Bright Financial Advisors's GLDM Position: Q3 2026 in Review

Bright Financial Advisors increased its SPDR Gold MiniShares Trust (GLDM) stake by 3% in Q3 2026, buying an estimated $235K and bringing the position to 94,187 shares worth $7.74M. The position accounts for 3.24% of the portfolio, ranked #9.

Bright Financial Advisors first reported a position in GLDM in Q1 2024 and has held it in 11 quarters since. The position peaked at $7.93M in Q1 2026. 466 funds tracked by Wall St. Rank hold GLDM as of Q3 2026.

Bright Financial Advisors held 94,187 shares of SPDR Gold MiniShares Trust worth $7.74M as of Q3 2026.
Bright Financial Advisors bought 2,786 SPDR Gold MiniShares Trust shares in Q3 2026, an estimated $235K.
SPDR Gold MiniShares Trust made up 3.24% of Bright Financial Advisors's portfolio in Q3 2026, its #9 holding.
Bright Financial Advisors first reported a position in SPDR Gold MiniShares Trust in Q1 2024 and has held it in 11 quarters since.
Bright Financial Advisors's SPDR Gold MiniShares Trust position peaked at $7.93M in Q1 2026.
466 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q3 2026.

Based on Bright Financial Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.