Leading Edge Financial Planning
GLDM icon

Leading Edge Financial Planning’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Leading Edge Financial Planning’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 		$2.06M Buy
25,108
+1,666
+7% +$141K 0.43% 19
2026
Q2 		$1.86M Buy
23,442
+5,052
+27% +$451K 0.33% 20
2026
Q1 		$1.7M Sell
18,390
-1,062
-5% -$102K 0.36% 20
2025
Q4 		$1.66M Sell
19,452
-2,113
-10% -$174K 0.38% 20
2025
Q3 		$1.65M Sell
21,565
-3,746
-15% -$257K 0.41% 20
2025
Q2 		$1.66M Buy
25,311
+1,109
+5% +$72.2K 0.46% 20
2025
Q1 		$1.5M Sell
24,202
-900
-4% -$51.1K 0.47% 19
2024
Q4 		$1.31M Sell
25,102
-210
-0.8% -$11.1K 0.43% 21
2024
Q3 		$1.32M Sell
25,312
-1,921
-7% -$94.3K 0.44% 23
2024
Q2 		$1.26M Buy
27,233
+1,802
+7% +$83.5K 0.5% 20
2024
Q1 		$1.12M Buy
25,431
+987
+4% +$40.6K 0.5% 19
2023
Q4 		$1M Sell
24,444
-453
-2% -$17.8K 0.52% 22
2023
Q3 		$913K Buy
24,897
+2,132
+9% +$81.5K 0.58% 26
2023
Q2 		$867K Buy
22,765
+1,785
+9% +$70.1K 0.57% 26
2023
Q1 		$821K Buy
20,980
+3,453
+20% +$130K 0.59% 29
2022
Q4 		$634K Buy
+17,527
New +$602K 0.55% 30

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

Leading Edge Financial Planning's GLDM Position: Q3 2026 in Review

Leading Edge Financial Planning increased its SPDR Gold MiniShares Trust (GLDM) stake by 7.1% in Q3 2026, buying an estimated $141K and bringing the position to 25,108 shares worth $2.06M. The position accounts for 0.43% of the portfolio, ranked #19.

Leading Edge Financial Planning first reported a position in GLDM in Q4 2022 and has held it in 16 quarters since. 312 funds tracked by Wall St. Rank hold GLDM as of Q3 2026.

  • Leading Edge Financial Planning held 25,108 shares of SPDR Gold MiniShares Trust worth $2.06M as of Q3 2026.
  • Leading Edge Financial Planning bought 1,666 SPDR Gold MiniShares Trust shares in Q3 2026, an estimated $141K.
  • SPDR Gold MiniShares Trust made up 0.43% of Leading Edge Financial Planning's portfolio in Q3 2026, its #19 holding.
  • Leading Edge Financial Planning first reported a position in SPDR Gold MiniShares Trust in Q4 2022 and has held it in 16 quarters since.
  • 312 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q3 2026.

Based on Leading Edge Financial Planning's 13F filing for Q3 2026, filed 23 Oct 2026.