Financial Life Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Financial Life Advisors’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	$3.4M	Sell	41,396 -1,936	-4%	-$163K	0.97%	21
2026 Q2	$3.44M	Sell	43,332 -22,528	-34%	-$2.01M	0.98%	22
2026 Q1	$6.1M	Sell	65,860 -10,797	-14%	-$1.04M	1.9%	17
2025 Q4	$6.54M	Buy	76,657 +363	+0.5%	+$29.8K	2.02%	16
2025 Q3	$5.83M	Buy	76,294 +3,513	+5%	+$241K	1.87%	17
2025 Q2	$4.77M	Buy	72,781 +16,497	+29%	+$1.07M	1.63%	17
2025 Q1	$3.48M	Buy	+56,284	New	+$3.2M	1.3%	21

Other funds holding GLDM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Resona Asset Management Koto-Ku,tokyo, Japan $21.2B AUM 30.94% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mizuho Bank Tokyo, Japan $378M AUM 17.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.62B AUM 0.83% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

Financial Life Advisors's GLDM Position: Q3 2026 in Review

Financial Life Advisors reduced its SPDR Gold MiniShares Trust (GLDM) stake by 4.5% in Q3 2026, selling an estimated $163K and leaving 41,396 shares worth $3.4M. The position accounts for 0.97% of the portfolio, ranked #21.

Financial Life Advisors first reported a position in GLDM in Q1 2025 and has held it in 7 quarters since. The position peaked at $6.54M in Q4 2025. 829 funds tracked by Wall St. Rank hold GLDM as of Q3 2026.

Financial Life Advisors held 41,396 shares of SPDR Gold MiniShares Trust worth $3.4M as of Q3 2026.
Financial Life Advisors sold 1,936 SPDR Gold MiniShares Trust shares in Q3 2026, an estimated $163K.
SPDR Gold MiniShares Trust made up 0.97% of Financial Life Advisors's portfolio in Q3 2026, its #21 holding.
Financial Life Advisors first reported a position in SPDR Gold MiniShares Trust in Q1 2025 and has held it in 7 quarters since.
Financial Life Advisors's SPDR Gold MiniShares Trust position peaked at $6.54M in Q4 2025.
829 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q3 2026.

Based on Financial Life Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.