Financial Management Professionals
GLDM icon

Financial Management Professionals’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Financial Management Professionals’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 		$42.7K Hold
520
– – ﹤0.01% 302
2026
Q2 		$41.3K Hold
520
– – ﹤0.01% 308
2026
Q1 		$48.2K Hold
520
– – 0.01% 261
2025
Q4 		$44.4K Sell
520
-75
-13% -$6.16K ﹤0.01% 263
2025
Q3 		$45.5K Hold
595
– – ﹤0.01% 263
2025
Q2 		$39K Buy
595
+175
+42% +$11.4K ﹤0.01% 287
2025
Q1 		$26K Hold
420
– – ﹤0.01% 367
2024
Q4 		$21.8K Hold
420
– – ﹤0.01% 394
2024
Q3 		$22K Hold
420
– – ﹤0.01% 408
2024
Q2 		$19K Buy
420
+5
+1% +$232 ﹤0.01% 396
2024
Q1 		$18K Hold
415
– – ﹤0.01% 437
2023
Q4 		$17K Hold
415
– – ﹤0.01% 432
2023
Q3 		$15K Sell
415
-144
-26% -$5.5K ﹤0.01% 424
2023
Q2 		$21K Sell
559
-30
-5% -$1.18K ﹤0.01% 395
2023
Q1 		$23K Hold
589
– – ﹤0.01% 399
2022
Q4 		$21K Hold
589
– – ﹤0.01% 360
2022
Q3 		$19K Sell
589
-205
-26% -$7.03K ﹤0.01% 354
2022
Q2 		$28K Sell
794
-163
-17% -$6.06K 0.01% 304
2022
Q1 		$37K Sell
957
-272,867
-100% -$10.2M 0.01% 263
2021
Q4 		$10M Sell
273,824
-76,877
-22% -$2.75M 2.11% 15
2021
Q3 		$12.2M Buy
350,701
+26,967
+8% +$960K 2.83% 12
2021
Q2 		$11.4M Buy
323,734
+42,970
+15% +$1.55M 2.94% 11
2021
Q1 		$9.5M Buy
280,764
+61,699
+28% +$2.2M 2.55% 11
2020
Q4 		$8.3M Buy
219,065
+52,894
+32% +$1.98M 2.33% 12
2020
Q3 		$6.25M Buy
166,171
+77,052
+86% +$2.94M 2.23% 10
2020
Q2 		$3.16M Buy
+89,119
New +$3.05M 1.09% 19

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
School Employees Retirement Board of Ohio
School Employees Retirement Board of Ohio Columbus, Ohio $339M AUM 6.37% 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
MBL Wealth
MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 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

Financial Management Professionals's GLDM Position: Q3 2026 in Review

Financial Management Professionals held its SPDR Gold MiniShares Trust (GLDM) position steady in Q3 2026 at 520 shares worth $42.7K. The position accounts for ﹤0.01% of the portfolio, ranked #302.

Financial Management Professionals first reported a position in GLDM in Q2 2020 and has held it in 26 quarters since. The position peaked at $12.2M in Q3 2021. 294 funds tracked by Wall St. Rank hold GLDM as of Q3 2026.

  • Financial Management Professionals held 520 shares of SPDR Gold MiniShares Trust worth $42.7K as of Q3 2026.
  • Financial Management Professionals left its SPDR Gold MiniShares Trust share count unchanged in Q3 2026.
  • SPDR Gold MiniShares Trust made up ﹤0.01% of Financial Management Professionals's portfolio in Q3 2026, its #302 holding.
  • Financial Management Professionals first reported a position in SPDR Gold MiniShares Trust in Q2 2020 and has held it in 26 quarters since.
  • Financial Management Professionals's SPDR Gold MiniShares Trust position peaked at $12.2M in Q3 2021.
  • 294 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q3 2026.

Based on Financial Management Professionals's 13F filing for Q3 2026, filed 23 Oct 2026.