Lee Financial’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Lee Financial’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	$401K	Buy	4,882 +662	+16%	+$55.8K	0.05%	117
2026 Q2	$335K	Hold	4,220	–	–	0.04%	132
2026 Q1	$391K	Hold	4,220	–	–	0.06%	113
2025 Q4	$360K	Sell	4,220 -768	-15%	-$63.1K	0.05%	112
2025 Q3	$381K	Sell	4,988 -1,200	-19%	-$82.2K	0.05%	129
2025 Q2	$405K	Hold	6,188	–	–	0.06%	105
2025 Q1	$383K	Hold	6,188	–	–	0.06%	111
2024 Q4	$322K	Hold	6,188	–	–	0.05%	141
2024 Q3	$323K	Hold	6,188	–	–	0.05%	142
2024 Q2	$285K	Hold	6,188	–	–	0.05%	122
2024 Q1	$273K	Hold	6,188	–	–	0.05%	126
2023 Q4	$253K	Hold	6,188	–	–	0.04%	125
2023 Q3	$227K	Hold	6,188	–	–	0.04%	124
2023 Q2	$236K	Hold	6,188	–	–	0.04%	122
2023 Q1	$242K	Buy	+6,188	New	+$232K	0.04%	117
2022 Q4	–	Sell	-6,188	Closed	-$204K	–	956
2022 Q3	$204K	Hold	6,188	–	–	0.04%	143
2022 Q2	$222K	Buy	+6,188	New	+$230K	0.04%	137

Other funds holding GLDM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.62B AUM 0.83% 1-Year Est. Return

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

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

SBI Okasan Asset Management Tokyo, Japan $3.18B AUM 5.76% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

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

Lee Financial's GLDM Position: Q3 2026 in Review

Lee Financial increased its SPDR Gold MiniShares Trust (GLDM) stake by 16% in Q3 2026, buying an estimated $55.8K and bringing the position to 4,882 shares worth $401K. The position accounts for 0.05% of the portfolio, ranked #117.

Lee Financial first reported a position in GLDM in Q2 2022 and has held it in 17 quarters since. The position peaked at $405K in Q2 2025. 685 funds tracked by Wall St. Rank hold GLDM as of Q3 2026.

Lee Financial held 4,882 shares of SPDR Gold MiniShares Trust worth $401K as of Q3 2026.
Lee Financial bought 662 SPDR Gold MiniShares Trust shares in Q3 2026, an estimated $55.8K.
SPDR Gold MiniShares Trust made up 0.05% of Lee Financial's portfolio in Q3 2026, its #117 holding.
Lee Financial first reported a position in SPDR Gold MiniShares Trust in Q2 2022 and has held it in 17 quarters since.
Lee Financial's SPDR Gold MiniShares Trust position peaked at $405K in Q2 2025.
685 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q3 2026.

Based on Lee Financial's 13F filing for Q3 2026, filed 16 Oct 2026.