Fiduciary Alliance
GLDM icon

Fiduciary Alliance’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Fiduciary Alliance’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 		$2.73M Buy
33,200
+12,949
+64% +$1.09M 0.21% 120
2026
Q2 		$1.61M Buy
20,251
+2,474
+14% +$221K 0.11% 205
2026
Q1 		$1.69M Buy
+17,777
New +$1.71M 0.1% 201
2023
Q3 		– Sell
-211
Closed -$8.04K – 477
2023
Q2 		$8.04K Buy
+211
New +$8.28K ﹤0.01% 609

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

Fiduciary Alliance's GLDM Position: Q3 2026 in Review

Fiduciary Alliance increased its SPDR Gold MiniShares Trust (GLDM) stake by 64% in Q3 2026, buying an estimated $1.09M and bringing the position to 33,200 shares worth $2.73M. The position accounts for 0.21% of the portfolio, ranked #120.

Fiduciary Alliance first reported a position in GLDM in Q2 2023 and has held it in 4 quarters since. 242 funds tracked by Wall St. Rank hold GLDM as of Q3 2026.

  • Fiduciary Alliance held 33,200 shares of SPDR Gold MiniShares Trust worth $2.73M as of Q3 2026.
  • Fiduciary Alliance bought 12,949 SPDR Gold MiniShares Trust shares in Q3 2026, an estimated $1.09M.
  • SPDR Gold MiniShares Trust made up 0.21% of Fiduciary Alliance's portfolio in Q3 2026, its #120 holding.
  • Fiduciary Alliance first reported a position in SPDR Gold MiniShares Trust in Q2 2023 and has held it in 4 quarters since.
  • 242 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.