FEG
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Financial Enhancement Group’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Financial Enhancement Group’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 		$8.82M Buy
108,686
+58,787
+118% +$4.96M 1.01% 34
2026
Q2 		$3.96M Buy
49,899
+3,616
+8% +$323K 0.47% 54
2026
Q1 		$4.45M Sell
46,283
-18,266
-28% -$1.76M 0.55% 53
2025
Q4 		$6.17M Sell
64,549
-32,032
-33% -$2.63M 0.8% 45
2025
Q3 		$7.74M Sell
96,581
-11,830
-11% -$811K 1.04% 37
2025
Q2 		$7.21M Sell
108,411
-1,890
-2% -$123K 1.03% 33
2025
Q1 		$7.37M Buy
110,301
+13,237
+14% +$752K 1.15% 30
2024
Q4 		$5.12M Buy
97,064
+85,665
+752% +$4.52M 0.78% 42
2024
Q3 		$450K Sell
11,399
-89,768
-89% -$4.41M 0.09% 99
2024
Q2 		$4.9M Sell
101,167
-1,525
-1% -$70.7K 0.79% 43
2024
Q1 		$4.77M Buy
102,692
+93,085
+969% +$3.82M 0.78% 47
2023
Q4 		$382K Sell
9,607
-1,578
-14% -$61.9K 0.07% 100
2023
Q3 		$426K Buy
11,185
+118
+1% +$4.51K 0.08% 100
2023
Q2 		$425K Sell
11,067
-332
-3% -$13K 0.08% 103
2023
Q1 		$450K Sell
11,399
-824
-7% -$31K 0.09% 99
2022
Q4 		$455K Sell
12,223
-141
-1% -$4.84K 0.09% 101
2022
Q3 		$408K Sell
12,364
-279,091
-96% -$9.57M 0.09% 85
2022
Q2 		$10.5M Sell
291,455
-2,465
-0.8% -$91.7K 2.26% 10
2022
Q1 		$11.3M Sell
293,920
-263,577
-47% -$9.84M 2.1% 11
2021
Q4 		$20.3M Buy
557,497
+14,425
+3% +$515K 3.56% 8
2021
Q3 		$19M Buy
543,072
+46,705
+9% +$1.66M 3.59% 7
2021
Q2 		$17.5M Buy
496,367
+247,294
+99% +$8.93M 3.59% 6
2021
Q1 		$8.47M Buy
249,073
+90,259
+57% +$3.22M 1.73% 18
2020
Q4 		$6.02M Sell
158,814
-6,633
-4% -$248K 1.28% 24
2020
Q3 		$6.22M Buy
165,447
+165,197
+66,079% +$6.3M 1.44% 23
2020
Q2 		$9K Buy
+250
New +$8.55K ﹤0.01% 182
2020
Q1 		– Sell
-50
Closed -$2K – 288
2019
Q4 		$2K Buy
+50
New +$1.48K ﹤0.01% 240

Other funds holding GLDM

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Financial Enhancement Group's GLDM Position: Q3 2026 in Review

Financial Enhancement Group increased its SPDR Gold MiniShares Trust (GLDM) stake by 118% in Q3 2026, buying an estimated $4.96M and bringing the position to 108,686 shares worth $8.82M. The position accounts for 1.01% of the portfolio, ranked #34.

Financial Enhancement Group first reported a position in GLDM in Q4 2019 and has held it in 27 quarters since. The position peaked at $20.3M in Q4 2021. 99 funds tracked by Wall St. Rank hold GLDM as of Q3 2026.

  • Financial Enhancement Group held 108,686 shares of SPDR Gold MiniShares Trust worth $8.82M as of Q3 2026.
  • Financial Enhancement Group bought 58,787 SPDR Gold MiniShares Trust shares in Q3 2026, an estimated $4.96M.
  • SPDR Gold MiniShares Trust made up 1.01% of Financial Enhancement Group's portfolio in Q3 2026, its #34 holding.
  • Financial Enhancement Group first reported a position in SPDR Gold MiniShares Trust in Q4 2019 and has held it in 27 quarters since.
  • Financial Enhancement Group's SPDR Gold MiniShares Trust position peaked at $20.3M in Q4 2021.
  • 99 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q3 2026.

Based on Financial Enhancement Group's 13F filing for Q3 2026, filed 8 Oct 2026.