Merkkuri Wealth Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Merkkuri 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	$1.72M	Buy	20,982 +820	+4%	+$69.2K	1.06%	28
2026 Q2	$1.6M	Buy	20,162 +2,363	+13%	+$211K	0.99%	28
2026 Q1	$1.65M	Sell	17,799 -6,233	-26%	-$601K	1.09%	26
2025 Q4	$2.05M	Buy	24,032 +803	+3%	+$66K	1.4%	24
2025 Q3	$1.78M	Buy	23,229 +4,743	+26%	+$325K	1.29%	28
2025 Q2	$1.21M	Sell	18,486 -2,559	-12%	-$167K	0.92%	35
2025 Q1	$1.3M	Buy	21,045 +2,038	+11%	+$116K	1.12%	31
2024 Q4	$988K	Buy	19,007 +2,975	+19%	+$157K	0.78%	35
2024 Q3	$836K	Buy	16,032 +1,806	+13%	+$88.7K	0.66%	38
2024 Q2	$656K	Buy	+14,226	New	+$659K	0.6%	41

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

Merkkuri Wealth Advisors's GLDM Position: Q3 2026 in Review

Merkkuri Wealth Advisors increased its SPDR Gold MiniShares Trust (GLDM) stake by 4.1% in Q3 2026, buying an estimated $69.2K and bringing the position to 20,982 shares worth $1.72M. The position accounts for 1.06% of the portfolio, ranked #28.

Merkkuri Wealth Advisors first reported a position in GLDM in Q2 2024 and has held it in 10 quarters since. The position peaked at $2.05M in Q4 2025. 876 funds tracked by Wall St. Rank hold GLDM as of Q3 2026.

Merkkuri Wealth Advisors held 20,982 shares of SPDR Gold MiniShares Trust worth $1.72M as of Q3 2026.
Merkkuri Wealth Advisors bought 820 SPDR Gold MiniShares Trust shares in Q3 2026, an estimated $69.2K.
SPDR Gold MiniShares Trust made up 1.06% of Merkkuri Wealth Advisors's portfolio in Q3 2026, its #28 holding.
Merkkuri Wealth Advisors first reported a position in SPDR Gold MiniShares Trust in Q2 2024 and has held it in 10 quarters since.
Merkkuri Wealth Advisors's SPDR Gold MiniShares Trust position peaked at $2.05M in Q4 2025.
876 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q3 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.