Brown, Lisle/Cummings’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Brown, Lisle/Cummings’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	$2.96K	Hold	36	–	–	﹤0.01%	800
2026 Q2	$2.86K	Sell	36 -15	-29%	-$1.34K	﹤0.01%	796
2026 Q1	$4.73K	Buy	51 +28	+122%	+$2.7K	﹤0.01%	683
2025 Q4	$1.96K	Hold	23	–	–	﹤0.01%	641
2025 Q3	$1.76K	Hold	23	–	–	﹤0.01%	659
2025 Q2	$1.51K	Hold	23	–	–	﹤0.01%	676
2025 Q1	$1.42K	Hold	23	–	–	﹤0.01%	678
2024 Q4	$1.2K	Hold	23	–	–	﹤0.01%	620
2024 Q3	$1.2K	Hold	23	–	–	﹤0.01%	592
2024 Q2	$1.06K	Hold	23	–	–	﹤0.01%	586
2024 Q1	$1.01K	Hold	23	–	–	﹤0.01%	541
2023 Q4	$941	Hold	23	–	–	﹤0.01%	557
2023 Q3	$843	Hold	23	–	–	﹤0.01%	535
2023 Q2	$876	Hold	23	–	–	﹤0.01%	540
2023 Q1	$900	Hold	23	–	–	﹤0.01%	517
2022 Q4	$832	Hold	23	–	–	﹤0.01%	508
2022 Q3	$759	Buy	+23	New	+$788	﹤0.01%	500

Other funds holding GLDM

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

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

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

School Employees Retirement Board of Ohio Columbus, Ohio $339M AUM 6.37% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

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

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

Brown, Lisle/Cummings's GLDM Position: Q3 2026 in Review

Brown, Lisle/Cummings held its SPDR Gold MiniShares Trust (GLDM) position steady in Q3 2026 at 36 shares worth $2.96K. The position accounts for ﹤0.01% of the portfolio, ranked #800.

Brown, Lisle/Cummings first reported a position in GLDM in Q3 2022 and has held it in 17 quarters since. The position peaked at $4.73K in Q1 2026. 294 funds tracked by Wall St. Rank hold GLDM as of Q3 2026.

Brown, Lisle/Cummings held 36 shares of SPDR Gold MiniShares Trust worth $2.96K as of Q3 2026.
Brown, Lisle/Cummings left its SPDR Gold MiniShares Trust share count unchanged in Q3 2026.
SPDR Gold MiniShares Trust made up ﹤0.01% of Brown, Lisle/Cummings's portfolio in Q3 2026, its #800 holding.
Brown, Lisle/Cummings first reported a position in SPDR Gold MiniShares Trust in Q3 2022 and has held it in 17 quarters since.
Brown, Lisle/Cummings's SPDR Gold MiniShares Trust position peaked at $4.73K in Q1 2026.
294 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q3 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q3 2026, filed 16 Oct 2026.