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

McNaughton 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	$2.21M	Buy	26,901 +1,262	+5%	+$106K	0.77%	35
2026 Q2	$2.04M	Buy	25,639 +3,151	+14%	+$281K	0.72%	40
2026 Q1	$2.08M	Sell	22,488 -30,766	-58%	-$2.97M	0.86%	34
2025 Q4	$4.55M	Buy	53,254 +1,397	+3%	+$115K	1.87%	19
2025 Q3	$3.96M	Buy	51,857 +14,839	+40%	+$1.02M	1.67%	20
2025 Q2	$2.43M	Sell	37,018 -2,364	-6%	-$154K	1.08%	31
2025 Q1	$2.44M	Buy	+39,382	New	+$2.24M	1.18%	26

Other funds holding GLDM

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

LPL Financial San Diego, California $468B AUM 17.69% 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

SBI Okasan Asset Management Tokyo, Japan $3.18B AUM 5.76% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 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

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

McNaughton Wealth Management increased its SPDR Gold MiniShares Trust (GLDM) stake by 4.9% in Q3 2026, buying an estimated $106K and bringing the position to 26,901 shares worth $2.21M. The position accounts for 0.77% of the portfolio, ranked #35.

McNaughton Wealth Management first reported a position in GLDM in Q1 2025 and has held it in 7 quarters since. The position peaked at $4.55M in Q4 2025. 661 funds tracked by Wall St. Rank hold GLDM as of Q3 2026.

McNaughton Wealth Management held 26,901 shares of SPDR Gold MiniShares Trust worth $2.21M as of Q3 2026.
McNaughton Wealth Management bought 1,262 SPDR Gold MiniShares Trust shares in Q3 2026, an estimated $106K.
SPDR Gold MiniShares Trust made up 0.77% of McNaughton Wealth Management's portfolio in Q3 2026, its #35 holding.
McNaughton Wealth Management first reported a position in SPDR Gold MiniShares Trust in Q1 2025 and has held it in 7 quarters since.
McNaughton Wealth Management's SPDR Gold MiniShares Trust position peaked at $4.55M in Q4 2025.
661 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q3 2026.

Based on McNaughton Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.