KWB Wealth’s SPDR Gold MiniShares Trust GLDM Stock Holding History

KWB Wealth’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	$4.1M	Sell	49,881 -8,867	-15%	-$748K	0.35%	55
2026 Q2	$4.67M	Sell	58,748 -66,411	-53%	-$5.93M	0.4%	49
2026 Q1	$10.7M	Sell	125,159 -2,068	-2%	-$199K	1.06%	27
2025 Q4	$10.9M	Buy	127,227 +43,349	+52%	+$3.56M	1.03%	27
2025 Q3	$5.5M	Buy	83,878 +6,261	+8%	+$429K	0.61%	40
2025 Q2	$4.8M	Buy	77,617 +36,795	+90%	+$2.39M	0.58%	35
2025 Q1	$2.12M	Buy	+40,822	New	+$2.32M	0.26%	55

Other funds holding GLDM

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Regents of the University of California Oakland, California $6.64B AUM 23.46% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

School Employees Retirement Board of Ohio Columbus, Ohio $339M AUM 6.37% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

KWB Wealth's GLDM Position: Q3 2026 in Review

KWB Wealth reduced its SPDR Gold MiniShares Trust (GLDM) stake by 15% in Q3 2026, selling an estimated $748K and leaving 49,881 shares worth $4.1M. The position accounts for 0.35% of the portfolio, ranked #55.

KWB Wealth first reported a position in GLDM in Q1 2025 and has held it in 7 quarters since. The position peaked at $10.9M in Q4 2025. 383 funds tracked by Wall St. Rank hold GLDM as of Q3 2026.

KWB Wealth held 49,881 shares of SPDR Gold MiniShares Trust worth $4.1M as of Q3 2026.
KWB Wealth sold 8,867 SPDR Gold MiniShares Trust shares in Q3 2026, an estimated $748K.
SPDR Gold MiniShares Trust made up 0.35% of KWB Wealth's portfolio in Q3 2026, its #55 holding.
KWB Wealth first reported a position in SPDR Gold MiniShares Trust in Q1 2025 and has held it in 7 quarters since.
KWB Wealth's SPDR Gold MiniShares Trust position peaked at $10.9M in Q4 2025.
383 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q3 2026.

Based on KWB Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.