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Matthew Hamilton Rosenberg’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Matthew Hamilton Rosenberg’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 		$196K Buy
2,385
+223
+10% +$18.8K 0.04% 232
2026
Q2 		$172K Hold
2,162
– – 0.03% 260
2026
Q1 		$200K Hold
2,162
– – 0.04% 214
2025
Q4 		$185K Hold
2,162
– – 0.04% 220
2025
Q3 		$165K Hold
2,162
– – 0.04% 240
2025
Q2 		$142K Buy
2,162
+249
+13% +$16.2K 0.03% 262
2025
Q1 		$118K Sell
1,913
-131
-6% -$7.44K 0.03% 276
2024
Q4 		$106K Buy
+2,044
New +$108K 0.03% 306

Other funds holding GLDM

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FFA
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
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 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
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
RCP
Roan Capital Partners Johnson City, Tennessee $137M AUM

Matthew Hamilton Rosenberg's GLDM Position: Q3 2026 in Review

Matthew Hamilton Rosenberg increased its SPDR Gold MiniShares Trust (GLDM) stake by 10% in Q3 2026, buying an estimated $18.8K and bringing the position to 2,385 shares worth $196K. The position accounts for 0.04% of the portfolio, ranked #232.

Matthew Hamilton Rosenberg first reported a position in GLDM in Q4 2024 and has held it in 8 quarters since. The position peaked at $200K in Q1 2026. 50 funds tracked by Wall St. Rank hold GLDM as of Q3 2026.

  • Matthew Hamilton Rosenberg held 2,385 shares of SPDR Gold MiniShares Trust worth $196K as of Q3 2026.
  • Matthew Hamilton Rosenberg bought 223 SPDR Gold MiniShares Trust shares in Q3 2026, an estimated $18.8K.
  • SPDR Gold MiniShares Trust made up 0.04% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #232 holding.
  • Matthew Hamilton Rosenberg first reported a position in SPDR Gold MiniShares Trust in Q4 2024 and has held it in 8 quarters since.
  • Matthew Hamilton Rosenberg's SPDR Gold MiniShares Trust position peaked at $200K in Q1 2026.
  • 50 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.