Claro Advisors
GLDM icon

Claro Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Claro 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 		$4.66M Sell
56,738
-1
-0% -$84 0.45% 43
2026
Q2 		$4.51M Buy
56,739
+3
+0% +$268 0.47% 45
2026
Q1 		$5.26M Buy
+56,736
New +$5.47M 0.63% 34

Other funds holding GLDM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Regents of the University of California
Regents of the University of California Oakland, California $6.64B AUM 23.46% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
3EDGE Asset Management
3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Hollow Brook Wealth Management
Hollow Brook Wealth Management Katonah, New York $575M AUM 19.16% 1-Year Est. Return

Claro Advisors's GLDM Position: Q3 2026 in Review

Claro Advisors reduced its SPDR Gold MiniShares Trust (GLDM) stake by 0% in Q3 2026, selling an estimated $84 and leaving 56,738 shares worth $4.66M. The position accounts for 0.45% of the portfolio, ranked #43.

Claro Advisors first reported a position in GLDM in Q1 2026 and has held it in 3 quarters since. The position peaked at $5.26M in Q1 2026. 565 funds tracked by Wall St. Rank hold GLDM as of Q3 2026.

  • Claro Advisors held 56,738 shares of SPDR Gold MiniShares Trust worth $4.66M as of Q3 2026.
  • Claro Advisors sold 1 SPDR Gold MiniShares Trust share in Q3 2026, an estimated $84.
  • SPDR Gold MiniShares Trust made up 0.45% of Claro Advisors's portfolio in Q3 2026, its #43 holding.
  • Claro Advisors first reported a position in SPDR Gold MiniShares Trust in Q1 2026 and has held it in 3 quarters since.
  • Claro Advisors's SPDR Gold MiniShares Trust position peaked at $5.26M in Q1 2026.
  • 565 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q3 2026.

Based on Claro Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.