Forvis Mazars Wealth Advisors
GLDM icon

Forvis Mazars Wealth Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Forvis Mazars Wealth 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 		$5.98M Buy
72,713
+4,039
+6% +$341K 0.1% 89
2026
Q2 		$5.45M Buy
68,674
+238
+0.3% +$21.3K 0.09% 90
2026
Q1 		$6.34M Sell
68,436
-158
-0.2% -$15.2K 0.12% 81
2025
Q4 		$5.86M Sell
68,594
-257
-0.4% -$21.1K 0.11% 87
2025
Q3 		$5.26M Sell
68,851
-1,280
-2% -$87.7K 0.1% 91
2025
Q2 		$4.59M Buy
70,131
+2,863
+4% +$186K 0.1% 90
2025
Q1 		$4.16M Sell
67,268
-1,289
-2% -$73.2K 0.1% 96
2024
Q4 		$3.56M Sell
68,557
-305
-0.4% -$16.1K 0.08% 115
2024
Q3 		$3.59M Buy
68,862
+467
+0.7% +$22.9K 0.08% 119
2024
Q2 		$3.15M Buy
68,395
+716
+1% +$33.2K 0.08% 123
2024
Q1 		$2.98M Buy
67,679
+3,181
+5% +$131K 0.08% 125
2023
Q4 		$2.64M Sell
64,498
-14,691
-19% -$576K 0.07% 131
2023
Q3 		$2.9M Buy
79,189
+116
+0.1% +$4.43K 0.09% 120
2023
Q2 		$3.01M Sell
79,073
-802
-1% -$31.5K 0.09% 137
2023
Q1 		$3.12M Buy
79,875
+197
+0.2% +$7.4K 0.1% 116
2022
Q4 		$2.88M Sell
79,678
-2,731
-3% -$93.8K 0.1% 114
2022
Q3 		$2.72M Sell
82,409
-2,805
-3% -$96.2K 0.11% 113
2022
Q2 		$3.06M Buy
85,214
+4,972
+6% +$185K 0.12% 95
2022
Q1 		$3.09M Sell
80,242
-3,917
-5% -$146K 0.13% 84
2021
Q4 		$3.06M Sell
84,159
-2,233
-3% -$79.7K 0.13% 80
2021
Q3 		$3.02M Sell
86,392
-4,625
-5% -$165K 0.14% 76
2021
Q2 		$3.21M Sell
91,017
-5,436
-6% -$196K 0.15% 72
2021
Q1 		$3.28M Sell
96,453
-11,174
-10% -$399K 0.16% 68
2020
Q4 		$4.08M Sell
107,627
-336,341
-76% -$12.6M 0.2% 56
2020
Q3 		$16.7M Sell
443,968
-3,949
-0.9% -$151K 0.97% 17
2020
Q2 		$15.9M Buy
447,917
+17,155
+4% +$587K 1.03% 15
2020
Q1 		$13.5M Buy
430,762
+6,304
+1% +$199K 1.11% 12
2019
Q4 		$12.9M Buy
424,458
+19,440
+5% +$575K 0.93% 15
2019
Q3 		$11.9M Buy
405,018
+45,511
+13% +$1.34M 0.95% 15
2019
Q2 		$10.1M Buy
+359,507
New +$9.4M 0.82% 15

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
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
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
Encompass More Asset Management
Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
SIM
Summitas Investment Management Mckinney, Texas $133M AUM 16.43% 1-Year Est. Return

Forvis Mazars Wealth Advisors's GLDM Position: Q3 2026 in Review

Forvis Mazars Wealth Advisors increased its SPDR Gold MiniShares Trust (GLDM) stake by 5.9% in Q3 2026, buying an estimated $341K and bringing the position to 72,713 shares worth $5.98M. The position accounts for 0.1% of the portfolio, ranked #89.

Forvis Mazars Wealth Advisors first reported a position in GLDM in Q2 2019 and has held it in 30 quarters since. The position peaked at $16.7M in Q3 2020. 210 funds tracked by Wall St. Rank hold GLDM as of Q3 2026.

  • Forvis Mazars Wealth Advisors held 72,713 shares of SPDR Gold MiniShares Trust worth $5.98M as of Q3 2026.
  • Forvis Mazars Wealth Advisors bought 4,039 SPDR Gold MiniShares Trust shares in Q3 2026, an estimated $341K.
  • SPDR Gold MiniShares Trust made up 0.1% of Forvis Mazars Wealth Advisors's portfolio in Q3 2026, its #89 holding.
  • Forvis Mazars Wealth Advisors first reported a position in SPDR Gold MiniShares Trust in Q2 2019 and has held it in 30 quarters since.
  • Forvis Mazars Wealth Advisors's SPDR Gold MiniShares Trust position peaked at $16.7M in Q3 2020.
  • 210 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q3 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.