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Cassilly Financial Group’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Cassilly Financial Group’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 		$557K Buy
6,782
+180
+3% +$15.2K 0.37% 48
2026
Q2 		$524K Sell
6,602
-6,345
-49% -$567K 0.38% 46
2026
Q1 		$1.2M Sell
12,947
-18
-0.1% -$1.74K 1.04% 28
2025
Q4 		$1.11M Buy
+12,965
New +$1.07M 0.98% 28

Other funds holding GLDM

GI
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
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 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
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Cassilly Financial Group's GLDM Position: Q3 2026 in Review

Cassilly Financial Group increased its SPDR Gold MiniShares Trust (GLDM) stake by 2.7% in Q3 2026, buying an estimated $15.2K and bringing the position to 6,782 shares worth $557K. The position accounts for 0.37% of the portfolio, ranked #48.

Cassilly Financial Group first reported a position in GLDM in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.2M in Q1 2026. 36 funds tracked by Wall St. Rank hold GLDM as of Q3 2026.

  • Cassilly Financial Group held 6,782 shares of SPDR Gold MiniShares Trust worth $557K as of Q3 2026.
  • Cassilly Financial Group bought 180 SPDR Gold MiniShares Trust shares in Q3 2026, an estimated $15.2K.
  • SPDR Gold MiniShares Trust made up 0.37% of Cassilly Financial Group's portfolio in Q3 2026, its #48 holding.
  • Cassilly Financial Group first reported a position in SPDR Gold MiniShares Trust in Q4 2025 and has held it in 4 quarters since.
  • Cassilly Financial Group's SPDR Gold MiniShares Trust position peaked at $1.2M in Q1 2026.
  • 36 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q3 2026.

Based on Cassilly Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.