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Legacy Solutions LLC’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Legacy Solutions LLC’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 		$806K Hold
9,803
– – 0.62% 33
2026
Q2 		$779K Hold
9,803
– – 0.63% 32
2026
Q1 		$909K Buy
+9,803
New +$946K 0.84% 24

Other funds holding GLDM

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
BSB
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
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
NPI
New Perspectives Inc Ridgeland, Mississippi $329M AUM 9.94% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

Legacy Solutions LLC's GLDM Position: Q3 2026 in Review

Legacy Solutions LLC held its SPDR Gold MiniShares Trust (GLDM) position steady in Q3 2026 at 9,803 shares worth $806K. The position accounts for 0.62% of the portfolio, ranked #33.

Legacy Solutions LLC first reported a position in GLDM in Q1 2026 and has held it in 3 quarters since. The position peaked at $909K in Q1 2026. 99 funds tracked by Wall St. Rank hold GLDM as of Q3 2026.

  • Legacy Solutions LLC held 9,803 shares of SPDR Gold MiniShares Trust worth $806K as of Q3 2026.
  • Legacy Solutions LLC left its SPDR Gold MiniShares Trust share count unchanged in Q3 2026.
  • SPDR Gold MiniShares Trust made up 0.62% of Legacy Solutions LLC's portfolio in Q3 2026, its #33 holding.
  • Legacy Solutions LLC first reported a position in SPDR Gold MiniShares Trust in Q1 2026 and has held it in 3 quarters since.
  • Legacy Solutions LLC's SPDR Gold MiniShares Trust position peaked at $909K in Q1 2026.
  • 99 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q3 2026.

Based on Legacy Solutions LLC's 13F filing for Q3 2026, filed 7 Oct 2026.