Gradient Investments
GLDM icon

Gradient Investments’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Gradient Investments’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 		$108M Sell
1,313,275
-204,444
-13% -$17.2M 1.54% 12
2026
Q2 		$121M Sell
1,517,719
-110,542
-7% -$9.9M 1.66% 9
2026
Q1 		$151M Buy
1,628,261
+526,647
+48% +$50.8M 2.34% 3
2025
Q4 		$94M Buy
1,101,614
+108,775
+11% +$8.94M 1.49% 13
2025
Q3 		$75.9M Buy
992,839
+70,188
+8% +$4.81M 1.27% 17
2025
Q2 		$60.5M Buy
922,651
+16,348
+2% +$1.06M 1.11% 21
2025
Q1 		$56.1M Sell
906,303
-12,615
-1% -$716K 1.13% 24
2024
Q4 		$47.8M Buy
918,918
+18,335
+2% +$967K 0.97% 26
2024
Q3 		$46.9M Sell
900,583
-3,737
-0.4% -$183K 0.98% 28
2024
Q2 		$41.7M Sell
904,320
-433,231
-32% -$20.1M 0.94% 26
2024
Q1 		$58.9M Sell
1,337,551
-52,057
-4% -$2.14M 1.37% 18
2023
Q4 		$56.8M Buy
1,389,608
+891,187
+179% +$34.9M 1.37% 16
2023
Q3 		$18.3M Sell
498,421
-27,715
-5% -$1.06M 0.48% 55
2023
Q2 		$20M Sell
526,136
-1,184,486
-69% -$46.5M 0.52% 53
2023
Q1 		$66.9M Sell
1,710,622
-65,709
-4% -$2.47M 1.82% 8
2022
Q4 		$64.3M Sell
1,776,331
-6,768
-0.4% -$233K 2.03% 7
2022
Q3 		$58.8M Sell
1,783,099
-32,110
-2% -$1.1M 1.8% 9
2022
Q2 		$65.1M Buy
1,815,209
+90,727
+5% +$3.37M 1.9% 9
2022
Q1 		$66.3M Buy
1,724,482
+100,855
+6% +$3.77M 1.7% 9
2021
Q4 		$59M Buy
1,623,627
+132,168
+9% +$4.72M 1.5% 12
2021
Q3 		$52.1M Buy
1,491,459
+113,574
+8% +$4.04M 1.46% 14
2021
Q2 		$48.5M Buy
1,377,885
+90,893
+7% +$3.28M 1.42% 14
2021
Q1 		$43.8M Sell
1,286,992
-37,215
-3% -$1.33M 1.42% 13
2020
Q4 		$49.8M Sell
1,324,207
-9,377
-0.7% -$351K 2.11% 8
2020
Q3 		$50.1M Buy
1,333,584
+1,252,426
+1,543% +$47.8M 2.11% 8
2020
Q2 		$2.88M Sell
81,158
-857,471
-91% -$29.3M 0.13% 130
2020
Q1 		$29.5M Sell
938,629
-63,265
-6% -$2M 1.59% 14
2019
Q4 		$30.3M Buy
1,001,894
+895,519
+842% +$26.5M 1.35% 12
2019
Q3 		$3.13M Buy
+106,375
New +$3.13M 0.15% 109

Other funds holding GLDM

Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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
Harbor Investment Advisory
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
NPI
New Perspectives Inc Ridgeland, Mississippi $329M AUM 9.94% 1-Year Est. Return
Inspirion Wealth Advisors
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

Gradient Investments's GLDM Position: Q3 2026 in Review

Gradient Investments reduced its SPDR Gold MiniShares Trust (GLDM) stake by 13% in Q3 2026, selling an estimated $17.2M and leaving 1,313,275 shares worth $108M. The position accounts for 1.54% of the portfolio, ranked #12.

Gradient Investments first reported a position in GLDM in Q3 2019 and has held it in 29 quarters since. The position peaked at $151M in Q1 2026. 162 funds tracked by Wall St. Rank hold GLDM as of Q3 2026.

  • Gradient Investments held 1,313,275 shares of SPDR Gold MiniShares Trust worth $108M as of Q3 2026.
  • Gradient Investments sold 204,444 SPDR Gold MiniShares Trust shares in Q3 2026, an estimated $17.2M.
  • SPDR Gold MiniShares Trust made up 1.54% of Gradient Investments's portfolio in Q3 2026, its #12 holding.
  • Gradient Investments first reported a position in SPDR Gold MiniShares Trust in Q3 2019 and has held it in 29 quarters since.
  • Gradient Investments's SPDR Gold MiniShares Trust position peaked at $151M in Q1 2026.
  • 162 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.