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

Downshift 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	$8.14K	Buy	+99	New	+$8.35K	﹤0.01%	343

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

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

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

NavPoint Financial Prior Lake, Minnesota $283M AUM 9.09% 1-Year Est. Return

Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return

Downshift Financial's GLDM Position: Q3 2026 in Review

Downshift Financial opened a new position in SPDR Gold MiniShares Trust (GLDM) in Q3 2026: 99 shares worth $8.14K. The stake represents ﹤0.01% of the portfolio and ranks #343 among its holdings.

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

Downshift Financial held 99 shares of SPDR Gold MiniShares Trust worth $8.14K as of Q3 2026.
SPDR Gold MiniShares Trust was a new Downshift Financial position in Q3 2026.
SPDR Gold MiniShares Trust made up ﹤0.01% of Downshift Financial's portfolio in Q3 2026, its #343 holding.
232 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q3 2026.

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