Financial Guidance Group
GLDM icon

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

Financial Guidance 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 		$6.47M Buy
78,762
+334
+0.4% +$28.2K 2.32% 13
2026
Q2 		$6.23M Sell
78,428
-1,630
-2% -$146K 2.33% 13
2026
Q1 		$7.42M Sell
80,058
-1,198
-1% -$116K 2.98% 7
2025
Q4 		$6.94M Buy
81,256
+5,034
+7% +$414K 2.84% 7
2025
Q3 		$5.83M Buy
76,222
+1,026
+1% +$70.3K 2.61% 11
2025
Q2 		$4.93M Buy
75,196
+1,967
+3% +$128K 2.39% 12
2025
Q1 		$4.53M Buy
73,229
+2,870
+4% +$163K 2.45% 13
2024
Q4 		$3.66M Sell
70,359
-3,580
-5% -$189K 2% 16
2024
Q3 		$3.85M Sell
73,939
-1,801
-2% -$88.4K 2.25% 13
2024
Q2 		$3.49M Sell
75,740
-5,523
-7% -$256K 2.14% 15
2024
Q1 		$3.58M Sell
81,263
-1,303
-2% -$53.5K 2.32% 17
2023
Q4 		$3.38M Sell
82,566
-5,545
-6% -$217K 2.35% 17
2023
Q3 		$3.23M Sell
88,111
-1,616
-2% -$61.8K 2.43% 15
2023
Q2 		$3.42M Sell
89,727
-825
-0.9% -$32.4K 2.51% 15
2023
Q1 		$3.54M Sell
90,552
-7,702
-8% -$289K 2.69% 14
2022
Q4 		$3.56M Sell
98,254
-6,871
-7% -$236K 2.89% 14
2022
Q3 		$3.47M Sell
105,125
-3,767
-3% -$129K 2.78% 15
2022
Q2 		$3.91M Buy
108,892
+3,925
+4% +$146K 3.07% 14
2022
Q1 		$4.04M Buy
+104,967
New +$3.92M 2.78% 12

Other funds holding GLDM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Regents of the University of California
Regents of the University of California Oakland, California $6.64B AUM 23.46% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
3EDGE Asset Management
3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Hollow Brook Wealth Management
Hollow Brook Wealth Management Katonah, New York $575M AUM 19.16% 1-Year Est. Return

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

Financial Guidance Group increased its SPDR Gold MiniShares Trust (GLDM) stake by 0.43% in Q3 2026, buying an estimated $28.2K and bringing the position to 78,762 shares worth $6.47M. The position accounts for 2.32% of the portfolio, ranked #13.

Financial Guidance Group first reported a position in GLDM in Q1 2022 and has held it in 19 quarters since. The position peaked at $7.42M in Q1 2026. 432 funds tracked by Wall St. Rank hold GLDM as of Q3 2026.

  • Financial Guidance Group held 78,762 shares of SPDR Gold MiniShares Trust worth $6.47M as of Q3 2026.
  • Financial Guidance Group bought 334 SPDR Gold MiniShares Trust shares in Q3 2026, an estimated $28.2K.
  • SPDR Gold MiniShares Trust made up 2.32% of Financial Guidance Group's portfolio in Q3 2026, its #13 holding.
  • Financial Guidance Group first reported a position in SPDR Gold MiniShares Trust in Q1 2022 and has held it in 19 quarters since.
  • Financial Guidance Group's SPDR Gold MiniShares Trust position peaked at $7.42M in Q1 2026.
  • 432 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q3 2026.

Based on Financial Guidance Group's 13F filing for Q3 2026, filed 21 Oct 2026.