Invested Advisors
GLDM icon

Invested Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Invested 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 		$287K Buy
3,497
+484
+16% +$40.8K 0.25% 115
2026
Q2 		$239K Buy
3,013
+704
+30% +$62.9K 0.21% 129
2026
Q1 		$214K Sell
2,309
-62
-3% -$5.98K 0.22% 128
2025
Q4 		$202K Buy
+2,371
New +$195K 0.21% 128

Other funds holding GLDM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
SBI Okasan Asset Management
SBI Okasan Asset Management Tokyo, Japan $3.18B AUM 5.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Regents of the University of California
Regents of the University of California Oakland, California $6.64B AUM 23.46% 1-Year Est. Return

Invested Advisors's GLDM Position: Q3 2026 in Review

Invested Advisors increased its SPDR Gold MiniShares Trust (GLDM) stake by 16% in Q3 2026, buying an estimated $40.8K and bringing the position to 3,497 shares worth $287K. The position accounts for 0.25% of the portfolio, ranked #115.

Invested Advisors first reported a position in GLDM in Q4 2025 and has held it in 4 quarters since. 664 funds tracked by Wall St. Rank hold GLDM as of Q3 2026.

  • Invested Advisors held 3,497 shares of SPDR Gold MiniShares Trust worth $287K as of Q3 2026.
  • Invested Advisors bought 484 SPDR Gold MiniShares Trust shares in Q3 2026, an estimated $40.8K.
  • SPDR Gold MiniShares Trust made up 0.25% of Invested Advisors's portfolio in Q3 2026, its #115 holding.
  • Invested Advisors first reported a position in SPDR Gold MiniShares Trust in Q4 2025 and has held it in 4 quarters since.
  • 664 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q3 2026.

Based on Invested Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.