Essential Partners’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Essential Partners’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	$273K	Buy	3,319 +74	+2%	+$6.24K	0.12%	177
2026 Q2	$258K	Hold	3,245	–	–	0.12%	187
2026 Q1	$301K	Buy	3,245 +300	+10%	+$28.9K	0.1%	221
2025 Q4	$251K	Sell	2,945 -2,100	-42%	-$173K	0.08%	280
2025 Q3	$386K	Buy	5,045 +45	+0.9%	+$3.08K	0.13%	208
2025 Q2	$328K	Buy	+5,000	New	+$325K	0.13%	219

Other funds holding GLDM

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

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

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

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

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

NPI

New Perspectives Inc Ridgeland, Mississippi $329M AUM 9.94% 1-Year Est. Return

Essential Partners's GLDM Position: Q3 2026 in Review

Essential Partners increased its SPDR Gold MiniShares Trust (GLDM) stake by 2.3% in Q3 2026, buying an estimated $6.24K and bringing the position to 3,319 shares worth $273K. The position accounts for 0.12% of the portfolio, ranked #177.

Essential Partners first reported a position in GLDM in Q2 2025 and has held it in 6 quarters since. The position peaked at $386K in Q3 2025. 147 funds tracked by Wall St. Rank hold GLDM as of Q3 2026.

Essential Partners held 3,319 shares of SPDR Gold MiniShares Trust worth $273K as of Q3 2026.
Essential Partners bought 74 SPDR Gold MiniShares Trust shares in Q3 2026, an estimated $6.24K.
SPDR Gold MiniShares Trust made up 0.12% of Essential Partners's portfolio in Q3 2026, its #177 holding.
Essential Partners first reported a position in SPDR Gold MiniShares Trust in Q2 2025 and has held it in 6 quarters since.
Essential Partners's SPDR Gold MiniShares Trust position peaked at $386K in Q3 2025.
147 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.