Financial & Tax Architects
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Financial & Tax Architects’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Financial & Tax Architects’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 		$238K Buy
+2,893
New +$244K 0.05% 104
2026
Q2 		– Sell
-2,674
Closed -$248K – 114
2026
Q1 		$248K Buy
+2,674
New +$258K 0.06% 102

Other funds holding GLDM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
MAI Capital Management
MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Resona Asset Management
Resona Asset Management Koto-Ku,tokyo, Japan $21.2B AUM 30.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mizuho Bank
Mizuho Bank Tokyo, Japan $378M AUM 17.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.62B AUM 0.83% 1-Year Est. Return

Financial & Tax Architects's GLDM Position: Q3 2026 in Review

Financial & Tax Architects opened a new position in SPDR Gold MiniShares Trust (GLDM) in Q3 2026: 2,893 shares worth $238K. The stake represents 0.05% of the portfolio and ranks #104 among its holdings. This is a return to the name: Financial & Tax Architects previously reported a position in GLDM as recently as Q1 2026.

Financial & Tax Architects first reported a position in GLDM in Q1 2026 and has held it in 2 quarters since. The position peaked at $248K in Q1 2026. 876 funds tracked by Wall St. Rank hold GLDM as of Q3 2026.

  • Financial & Tax Architects held 2,893 shares of SPDR Gold MiniShares Trust worth $238K as of Q3 2026.
  • SPDR Gold MiniShares Trust was a new Financial & Tax Architects position in Q3 2026.
  • SPDR Gold MiniShares Trust made up 0.05% of Financial & Tax Architects's portfolio in Q3 2026, its #104 holding.
  • Financial & Tax Architects first reported a position in SPDR Gold MiniShares Trust in Q1 2026 and has held it in 2 quarters since.
  • Financial & Tax Architects's SPDR Gold MiniShares Trust position peaked at $248K in Q1 2026.
  • 876 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q3 2026.

Based on Financial & Tax Architects's 13F filing for Q3 2026, filed 15 Oct 2026.