Forbes Financial Planning’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Forbes Financial Planning’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	$4.47M	Buy	54,396 +886	+2%	+$74.7K	2.45%	15
2026 Q2	$4.25M	Sell	53,510 -236	-0.4%	-$21.1K	2.28%	15
2026 Q1	$4.98M	Buy	53,746 +3,367	+7%	+$325K	2.88%	15
2025 Q4	$4.3M	Buy	+50,379	New	+$4.14M	2.52%	15
2023 Q3	–	Sell	-66,658	Closed	-$2.54M	–	30
2023 Q2	$2.54M	Buy	66,658 +1,275	+2%	+$50K	2.45%	18
2023 Q1	$2.56M	Buy	+65,383	New	+$2.46M	2.52%	17
2022 Q1	–	Sell	-58,080	Closed	-$2.09M	–	33
2021 Q4	$2.09M	Buy	+58,080	New	+$2.07M	2.06%	17

Other funds holding GLDM

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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 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

Forbes Financial Planning's GLDM Position: Q3 2026 in Review

Forbes Financial Planning increased its SPDR Gold MiniShares Trust (GLDM) stake by 1.7% in Q3 2026, buying an estimated $74.7K and bringing the position to 54,396 shares worth $4.47M. The position accounts for 2.45% of the portfolio, ranked #15.

Forbes Financial Planning first reported a position in GLDM in Q4 2021 and has held it in 7 quarters since. The position peaked at $4.98M in Q1 2026. 876 funds tracked by Wall St. Rank hold GLDM as of Q3 2026.

Forbes Financial Planning held 54,396 shares of SPDR Gold MiniShares Trust worth $4.47M as of Q3 2026.
Forbes Financial Planning bought 886 SPDR Gold MiniShares Trust shares in Q3 2026, an estimated $74.7K.
SPDR Gold MiniShares Trust made up 2.45% of Forbes Financial Planning's portfolio in Q3 2026, its #15 holding.
Forbes Financial Planning first reported a position in SPDR Gold MiniShares Trust in Q4 2021 and has held it in 7 quarters since.
Forbes Financial Planning's SPDR Gold MiniShares Trust position peaked at $4.98M in Q1 2026.
876 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q3 2026.

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