LongView Wealth Management’s SPDR Gold MiniShares Trust GLDM Stock Holding History

LongView Wealth Management’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	$311K	Sell	3,785 -15	-0.4%	-$1.26K	0.08%	177
2026 Q2	$302K	Buy	3,800 +66	+2%	+$5.89K	0.08%	172
2026 Q1	$358K	Buy	3,734 +210	+6%	+$20.3K	0.09%	175
2025 Q4	$320K	Buy	3,524 +85	+2%	+$6.99K	0.08%	192
2025 Q3	$263K	Buy	3,439 +172	+5%	+$11.8K	0.07%	198
2025 Q2	$214K	Buy	+3,267	New	+$213K	0.06%	204

Other funds holding GLDM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 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

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

3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 1-Year Est. Return

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

Hollow Brook Wealth Management Katonah, New York $575M AUM 19.16% 1-Year Est. Return

LongView Wealth Management's GLDM Position: Q3 2026 in Review

LongView Wealth Management reduced its SPDR Gold MiniShares Trust (GLDM) stake by 0.39% in Q3 2026, selling an estimated $1.26K and leaving 3,785 shares worth $311K. The position accounts for 0.08% of the portfolio, ranked #177.

LongView Wealth Management first reported a position in GLDM in Q2 2025 and has held it in 6 quarters since. The position peaked at $358K in Q1 2026. 543 funds tracked by Wall St. Rank hold GLDM as of Q3 2026.

LongView Wealth Management held 3,785 shares of SPDR Gold MiniShares Trust worth $311K as of Q3 2026.
LongView Wealth Management sold 15 SPDR Gold MiniShares Trust shares in Q3 2026, an estimated $1.26K.
SPDR Gold MiniShares Trust made up 0.08% of LongView Wealth Management's portfolio in Q3 2026, its #177 holding.
LongView Wealth Management first reported a position in SPDR Gold MiniShares Trust in Q2 2025 and has held it in 6 quarters since.
LongView Wealth Management's SPDR Gold MiniShares Trust position peaked at $358K in Q1 2026.
543 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q3 2026.

Based on LongView Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.