Mills Wealth Advisors
GLDM icon

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

Mills 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 		$3.7M Buy
45,058
+265
+0.6% +$22.4K 1.17% 16
2026
Q2 		$3.56M Buy
44,793
+865
+2% +$77.2K 1.12% 18
2026
Q1 		$4.07M Buy
43,928
+899
+2% +$86.7K 1.42% 17
2025
Q4 		$3.67M Buy
43,029
+1,627
+4% +$134K 1.45% 16
2025
Q3 		$3.17M Buy
41,402
+304
+0.7% +$20.8K 1.29% 20
2025
Q2 		$2.69M Sell
41,098
-3,609
-8% -$235K 1.23% 20
2025
Q1 		$2.77M Sell
44,707
-1,767
-4% -$100K 1.47% 18
2024
Q4 		$2.42M Buy
46,474
+46
+0.1% +$2.43K 1.37% 16
2024
Q3 		$2.42M Buy
46,428
+1,207
+3% +$59.3K 1.67% 16
2024
Q2 		$2.08M Buy
45,221
+985
+2% +$45.6K 1.49% 17
2024
Q1 		$1.95M Sell
44,236
-2,415
-5% -$99.2K 1.43% 18
2023
Q4 		$1.91M Sell
46,651
-4,306
-8% -$169K 1.45% 16
2023
Q3 		$1.87M Buy
50,957
+296
+0.6% +$11.3K 1.5% 16
2023
Q2 		$1.93M Sell
50,661
-9,484
-16% -$372K 1.47% 15
2023
Q1 		$2.35M Buy
60,145
+50,454
+521% +$1.9M 1.89% 12
2022
Q4 		$351K Buy
+9,691
New +$333K 0.32% 43

Other funds holding GLDM

Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
School Employees Retirement Board of Ohio
School Employees Retirement Board of Ohio Columbus, Ohio $339M AUM 6.37% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
MBL Wealth
MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Bangor Savings Bank
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

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

Mills Wealth Advisors increased its SPDR Gold MiniShares Trust (GLDM) stake by 0.59% in Q3 2026, buying an estimated $22.4K and bringing the position to 45,058 shares worth $3.7M. The position accounts for 1.17% of the portfolio, ranked #16.

Mills Wealth Advisors first reported a position in GLDM in Q4 2022 and has held it in 16 quarters since. The position peaked at $4.07M in Q1 2026. 294 funds tracked by Wall St. Rank hold GLDM as of Q3 2026.

  • Mills Wealth Advisors held 45,058 shares of SPDR Gold MiniShares Trust worth $3.7M as of Q3 2026.
  • Mills Wealth Advisors bought 265 SPDR Gold MiniShares Trust shares in Q3 2026, an estimated $22.4K.
  • SPDR Gold MiniShares Trust made up 1.17% of Mills Wealth Advisors's portfolio in Q3 2026, its #16 holding.
  • Mills Wealth Advisors first reported a position in SPDR Gold MiniShares Trust in Q4 2022 and has held it in 16 quarters since.
  • Mills Wealth Advisors's SPDR Gold MiniShares Trust position peaked at $4.07M in Q1 2026.
  • 294 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q3 2026.

Based on Mills Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.