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Independent Wealth Network’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Independent Wealth Network’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 		$881K Buy
10,717
+1,995
+23% +$168K 0.22% 120
2026
Q2 		$693K Buy
8,722
+1,849
+27% +$165K 0.18% 148
2026
Q1 		$637K Buy
+6,873
New +$663K 0.19% 134

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
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
NavPoint Financial
NavPoint Financial Prior Lake, Minnesota $283M AUM 9.09% 1-Year Est. Return
Encompass More Asset Management
Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return

Independent Wealth Network's GLDM Position: Q3 2026 in Review

Independent Wealth Network increased its SPDR Gold MiniShares Trust (GLDM) stake by 23% in Q3 2026, buying an estimated $168K and bringing the position to 10,717 shares worth $881K. The position accounts for 0.22% of the portfolio, ranked #120.

Independent Wealth Network first reported a position in GLDM in Q1 2026 and has held it in 3 quarters since. 235 funds tracked by Wall St. Rank hold GLDM as of Q3 2026.

  • Independent Wealth Network held 10,717 shares of SPDR Gold MiniShares Trust worth $881K as of Q3 2026.
  • Independent Wealth Network bought 1,995 SPDR Gold MiniShares Trust shares in Q3 2026, an estimated $168K.
  • SPDR Gold MiniShares Trust made up 0.22% of Independent Wealth Network's portfolio in Q3 2026, its #120 holding.
  • Independent Wealth Network first reported a position in SPDR Gold MiniShares Trust in Q1 2026 and has held it in 3 quarters since.
  • 235 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q3 2026.

Based on Independent Wealth Network's 13F filing for Q3 2026, filed 19 Oct 2026.