Marshall & Sterling Wealth Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Marshall & Sterling Wealth Advisors’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	$844K	Buy	10,265 +3,370	+49%	+$284K	0.48%	46
2026 Q2	$548K	Sell	6,895 -278	-4%	-$24.8K	0.32%	61
2026 Q1	$665K	Sell	7,173 -4,610	-39%	-$445K	0.44%	44
2025 Q4	$1.01M	Sell	11,783 -1,564	-12%	-$129K	0.66%	32
2025 Q3	$1.02M	Sell	13,347 -609	-4%	-$41.7K	0.65%	31
2025 Q2	$914K	Buy	13,956 +2,657	+24%	+$173K	0.62%	33
2025 Q1	$699K	Buy	11,299 +618	+6%	+$35.1K	0.48%	37
2024 Q4	$555K	Buy	+10,681	New	+$563K	0.38%	50

Other funds holding GLDM

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

MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Resona Asset Management Koto-Ku,tokyo, Japan $21.2B AUM 30.94% 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

Marshall & Sterling Wealth Advisors's GLDM Position: Q3 2026 in Review

Marshall & Sterling Wealth Advisors increased its SPDR Gold MiniShares Trust (GLDM) stake by 49% in Q3 2026, buying an estimated $284K and bringing the position to 10,265 shares worth $844K. The position accounts for 0.48% of the portfolio, ranked #46.

Marshall & Sterling Wealth Advisors first reported a position in GLDM in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.02M in Q3 2025. 778 funds tracked by Wall St. Rank hold GLDM as of Q3 2026.

Marshall & Sterling Wealth Advisors held 10,265 shares of SPDR Gold MiniShares Trust worth $844K as of Q3 2026.
Marshall & Sterling Wealth Advisors bought 3,370 SPDR Gold MiniShares Trust shares in Q3 2026, an estimated $284K.
SPDR Gold MiniShares Trust made up 0.48% of Marshall & Sterling Wealth Advisors's portfolio in Q3 2026, its #46 holding.
Marshall & Sterling Wealth Advisors first reported a position in SPDR Gold MiniShares Trust in Q4 2024 and has held it in 8 quarters since.
Marshall & Sterling Wealth Advisors's SPDR Gold MiniShares Trust position peaked at $1.02M in Q3 2025.
778 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q3 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.