Convergence Financial’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Convergence Financial’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	$289K	Buy	+3,519	New	+$297K	0.04%	219

Other funds holding GLDM

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

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

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

Convergence Financial's GLDM Position: Q3 2026 in Review

Convergence Financial opened a new position in SPDR Gold MiniShares Trust (GLDM) in Q3 2026: 3,519 shares worth $289K. The stake represents 0.04% of the portfolio and ranks #219 among its holdings.

383 funds tracked by Wall St. Rank hold GLDM as of Q3 2026.

Convergence Financial held 3,519 shares of SPDR Gold MiniShares Trust worth $289K as of Q3 2026.
SPDR Gold MiniShares Trust was a new Convergence Financial position in Q3 2026.
SPDR Gold MiniShares Trust made up 0.04% of Convergence Financial's portfolio in Q3 2026, its #219 holding.
383 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q3 2026.

Based on Convergence Financial's 13F filing for Q3 2026, filed 27 Oct 2026.