Gradient Capital Advisors
GLDM icon

Gradient Capital Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Gradient Capital 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 		$2.14M Buy
26,048
+501
+2% +$42.3K 0.49% 52
2026
Q2 		$2.03M Sell
25,547
-336
-1% -$30K 0.47% 51
2026
Q1 		$2.4M Sell
25,883
-1,935
-7% -$187K 0.62% 41
2025
Q4 		$2.37M Sell
27,818
-2,402
-8% -$197K 0.61% 42
2025
Q3 		$2.31M Buy
30,220
+217
+0.7% +$14.9K 0.62% 42
2025
Q2 		$1.97M Sell
30,003
-1,768
-6% -$115K 0.58% 43
2025
Q1 		$1.97M Buy
31,771
+69
+0.2% +$3.92K 0.64% 38
2024
Q4 		$1.65M Sell
31,702
-1,257
-4% -$66.3K 0.53% 44
2024
Q3 		$1.72M Sell
32,959
-9
-0% -$442 0.57% 43
2024
Q2 		$1.52M Sell
32,968
-265
-0.8% -$12.3K 0.54% 45
2024
Q1 		$1.46M Buy
33,233
+900
+3% +$37K 0.54% 45
2023
Q4 		$1.32M Buy
32,333
+1,455
+5% +$57K 0.5% 45
2023
Q3 		$1.13M Sell
30,878
-1,116
-3% -$42.7K 0.47% 46
2023
Q2 		$1.22M Buy
31,994
+740
+2% +$29K 0.49% 44
2023
Q1 		$1.22M Sell
31,254
-762
-2% -$28.6K 0.52% 44
2022
Q4 		$1.16M Buy
32,016
+276
+0.9% +$9.48K 0.53% 46
2022
Q3 		$1.05M Buy
31,740
+1,909
+6% +$65.4K 0.5% 47
2022
Q2 		$1.07M Buy
29,831
+3,629
+14% +$135K 0.51% 51
2022
Q1 		$1.01M Buy
26,202
+806
+3% +$30.1K 0.43% 53
2021
Q4 		$923K Buy
25,396
+631
+3% +$22.5K 0.38% 59
2021
Q3 		$865K Buy
24,765
+3,922
+19% +$140K 0.4% 54
2021
Q2 		$734K Buy
20,843
+1,837
+10% +$66.3K 0.34% 61
2021
Q1 		$646K Buy
19,006
+3,302
+21% +$118K 0.34% 64
2020
Q4 		$595K Buy
15,704
+753
+5% +$28.1K 0.34% 61
2020
Q3 		$562K Buy
14,951
+2,691
+22% +$103K 0.35% 61
2020
Q2 		$435K Buy
12,260
+2,419
+25% +$82.7K 0.29% 66
2020
Q1 		$309K Buy
9,841
+3,011
+44% +$95K 0.25% 76
2019
Q4 		$207K Buy
+6,830
New +$202K 0.14% 91

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

Gradient Capital Advisors's GLDM Position: Q3 2026 in Review

Gradient Capital Advisors increased its SPDR Gold MiniShares Trust (GLDM) stake by 2% in Q3 2026, buying an estimated $42.3K and bringing the position to 26,048 shares worth $2.14M. The position accounts for 0.49% of the portfolio, ranked #52.

Gradient Capital Advisors first reported a position in GLDM in Q4 2019 and has held it in 28 quarters since. The position peaked at $2.4M in Q1 2026. 294 funds tracked by Wall St. Rank hold GLDM as of Q3 2026.

  • Gradient Capital Advisors held 26,048 shares of SPDR Gold MiniShares Trust worth $2.14M as of Q3 2026.
  • Gradient Capital Advisors bought 501 SPDR Gold MiniShares Trust shares in Q3 2026, an estimated $42.3K.
  • SPDR Gold MiniShares Trust made up 0.49% of Gradient Capital Advisors's portfolio in Q3 2026, its #52 holding.
  • Gradient Capital Advisors first reported a position in SPDR Gold MiniShares Trust in Q4 2019 and has held it in 28 quarters since.
  • Gradient Capital Advisors's SPDR Gold MiniShares Trust position peaked at $2.4M in Q1 2026.
  • 294 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q3 2026.

Based on Gradient Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.