Mather Group’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Mather Group’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	$682K	Buy	8,302 +522	+7%	+$44K	0.01%	474
2026 Q2	$618K	Hold	7,780	–	–	0.01%	485
2026 Q1	$721K	Hold	7,780	–	–	0.01%	405
2025 Q4	$664K	Sell	7,780 -939	-11%	-$77.2K	0.01%	354
2025 Q3	$667K	Buy	8,719 +76	+0.9%	+$5.21K	0.01%	353
2025 Q2	$566K	Buy	8,643 +898	+12%	+$58.4K	0.01%	370
2025 Q1	$479K	Sell	7,745 -24	-0.3%	-$1.36K	0.01%	388
2024 Q4	$404K	Buy	7,769 +575	+8%	+$30.3K	0.01%	401
2024 Q3	$375K	Sell	7,194 -7,340	-51%	-$360K	﹤0.01%	420
2024 Q2	$640K	Buy	14,534 +8,002	+123%	+$371K	0.01%	364
2024 Q1	$267K	Sell	6,532 -930	-12%	-$38.2K	﹤0.01%	463
2023 Q4	$305K	Sell	7,462 -4,545	-38%	-$178K	﹤0.01%	449
2023 Q3	$440K	Sell	12,007 -3,355	-22%	-$128K	0.01%	353
2023 Q2	$585K	Buy	+15,362	New	+$603K	0.01%	318
2022 Q4	–	Sell	-6,881	Closed	-$227K	–	491
2022 Q3	$227K	Buy	+6,881	New	+$236K	﹤0.01%	428
2022 Q2	–	Sell	-26,746	Closed	-$1.03M	–	423
2022 Q1	$1.03M	Buy	+26,746	New	+$999K	0.02%	167

Other funds holding GLDM

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

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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

School Employees Retirement Board of Ohio Columbus, Ohio $339M AUM 6.37% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Mather Group's GLDM Position: Q3 2026 in Review

Mather Group increased its SPDR Gold MiniShares Trust (GLDM) stake by 6.7% in Q3 2026, buying an estimated $44K and bringing the position to 8,302 shares worth $682K. The position accounts for 0.01% of the portfolio, ranked #474.

Mather Group first reported a position in GLDM in Q1 2022 and has held it in 16 quarters since. The position peaked at $1.03M in Q1 2022. 262 funds tracked by Wall St. Rank hold GLDM as of Q3 2026.

Mather Group held 8,302 shares of SPDR Gold MiniShares Trust worth $682K as of Q3 2026.
Mather Group bought 522 SPDR Gold MiniShares Trust shares in Q3 2026, an estimated $44K.
SPDR Gold MiniShares Trust made up 0.01% of Mather Group's portfolio in Q3 2026, its #474 holding.
Mather Group first reported a position in SPDR Gold MiniShares Trust in Q1 2022 and has held it in 16 quarters since.
Mather Group's SPDR Gold MiniShares Trust position peaked at $1.03M in Q1 2022.
262 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.