Equita Financial Network
GLDM icon

Equita Financial Network’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Equita Financial Network’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 		$420K Sell
5,110
-102
-2% -$8.6K 0.12% 65
2026
Q2 		$414K Hold
5,212
– – 0.11% 66
2026
Q1 		$483K Buy
5,212
+1,457
+39% +$141K 0.15% 60
2025
Q4 		$321K Buy
+3,755
New +$309K 0.1% 76

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
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 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
Encompass More Asset Management
Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
SIM
Summitas Investment Management Mckinney, Texas $133M AUM 16.43% 1-Year Est. Return

Equita Financial Network's GLDM Position: Q3 2026 in Review

Equita Financial Network reduced its SPDR Gold MiniShares Trust (GLDM) stake by 2% in Q3 2026, selling an estimated $8.6K and leaving 5,110 shares worth $420K. The position accounts for 0.12% of the portfolio, ranked #65.

Equita Financial Network first reported a position in GLDM in Q4 2025 and has held it in 4 quarters since. The position peaked at $483K in Q1 2026. 210 funds tracked by Wall St. Rank hold GLDM as of Q3 2026.

  • Equita Financial Network held 5,110 shares of SPDR Gold MiniShares Trust worth $420K as of Q3 2026.
  • Equita Financial Network sold 102 SPDR Gold MiniShares Trust shares in Q3 2026, an estimated $8.6K.
  • SPDR Gold MiniShares Trust made up 0.12% of Equita Financial Network's portfolio in Q3 2026, its #65 holding.
  • Equita Financial Network first reported a position in SPDR Gold MiniShares Trust in Q4 2025 and has held it in 4 quarters since.
  • Equita Financial Network's SPDR Gold MiniShares Trust position peaked at $483K in Q1 2026.
  • 210 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q3 2026.

Based on Equita Financial Network's 13F filing for Q3 2026, filed 19 Oct 2026.