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

MBE 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	$274K	Sell	3,336 -1,211	-27%	-$102K	0.1%	136
2026 Q2	$361K	Sell	4,547 -1,471	-24%	-$131K	0.13%	106
2026 Q1	$558K	Sell	6,018 -102	-2%	-$9.8K	0.23%	57
2025 Q4	$522K	Sell	6,120 -650	-10%	-$53.4K	0.22%	64
2025 Q3	$518K	Sell	6,770 -1,102	-14%	-$75.5K	0.22%	62
2025 Q2	$516K	Buy	+7,872	New	+$512K	0.22%	58

Other funds holding GLDM

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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 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

Mizuho Bank Tokyo, Japan $378M AUM 17.02% 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

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

MBE Wealth Management reduced its SPDR Gold MiniShares Trust (GLDM) stake by 27% in Q3 2026, selling an estimated $102K and leaving 3,336 shares worth $274K. The position accounts for 0.1% of the portfolio, ranked #136.

MBE Wealth Management first reported a position in GLDM in Q2 2025 and has held it in 6 quarters since. The position peaked at $558K in Q1 2026. 876 funds tracked by Wall St. Rank hold GLDM as of Q3 2026.

MBE Wealth Management held 3,336 shares of SPDR Gold MiniShares Trust worth $274K as of Q3 2026.
MBE Wealth Management sold 1,211 SPDR Gold MiniShares Trust shares in Q3 2026, an estimated $102K.
SPDR Gold MiniShares Trust made up 0.1% of MBE Wealth Management's portfolio in Q3 2026, its #136 holding.
MBE Wealth Management first reported a position in SPDR Gold MiniShares Trust in Q2 2025 and has held it in 6 quarters since.
MBE Wealth Management's SPDR Gold MiniShares Trust position peaked at $558K in Q1 2026.
876 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q3 2026.

Based on MBE Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.