Diversify Wealth Management
GLDM icon

Diversify Wealth Management’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Diversify Wealth Management’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 		$68.7M Buy
832,066
+197,367
+31% +$16.6M 1.03% 19
2026
Q2 		$51.3M Sell
634,699
-85,696
-12% -$7.65M 0.86% 22
2026
Q1 		$64.8M Buy
720,395
+714,776
+12,721% +$68.9M 1.16% 17
2025
Q4 		$510K Sell
5,619
-1,112
-17% -$91.4K 0.02% 437
2025
Q3 		$534K Sell
6,731
-1,154
-15% -$79.1K 0.03% 365
2025
Q2 		$523K Buy
7,885
+1,217
+18% +$79.2K 0.03% 362
2025
Q1 		$439K Sell
6,668
-594
-8% -$33.7K 0.03% 373
2024
Q4 		$390K Sell
7,262
-8,516
-54% -$449K 0.03% 389
2024
Q3 		$849K Sell
15,778
-3,133
-17% -$154K 0.08% 218
2024
Q2 		$902K Buy
+18,911
New +$876K 0.11% 173

Other funds holding GLDM

Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
School Employees Retirement Board of Ohio
School Employees Retirement Board of Ohio Columbus, Ohio $339M AUM 6.37% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
MBL Wealth
MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Bangor Savings Bank
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Diversify Wealth Management's GLDM Position: Q3 2026 in Review

Diversify Wealth Management increased its SPDR Gold MiniShares Trust (GLDM) stake by 31% in Q3 2026, buying an estimated $16.6M and bringing the position to 832,066 shares worth $68.7M. The position accounts for 1.03% of the portfolio, ranked #19.

Diversify Wealth Management first reported a position in GLDM in Q2 2024 and has held it in 10 quarters since. 294 funds tracked by Wall St. Rank hold GLDM as of Q3 2026.

  • Diversify Wealth Management held 832,066 shares of SPDR Gold MiniShares Trust worth $68.7M as of Q3 2026.
  • Diversify Wealth Management bought 197,367 SPDR Gold MiniShares Trust shares in Q3 2026, an estimated $16.6M.
  • SPDR Gold MiniShares Trust made up 1.03% of Diversify Wealth Management's portfolio in Q3 2026, its #19 holding.
  • Diversify Wealth Management first reported a position in SPDR Gold MiniShares Trust in Q2 2024 and has held it in 10 quarters since.
  • 294 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q3 2026.

Based on Diversify Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.