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

Mission 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	$1.58M	Sell	19,262 -1,074	-5%	-$90.6K	0.03%	296
2026 Q2	$1.62M	Sell	20,336 -4,177	-17%	-$373K	0.02%	355
2026 Q1	$2.27M	Sell	24,513 -2,925	-11%	-$282K	0.05%	199
2025 Q4	$2.34M	Sell	27,438 -5,771	-17%	-$474K	0.05%	200
2025 Q3	$2.54M	Buy	+33,209	New	+$2.28M	0.05%	189

Other funds holding GLDM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

NavPoint Financial Prior Lake, Minnesota $283M AUM 9.09% 1-Year Est. Return

Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return

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

Mission Wealth Management reduced its SPDR Gold MiniShares Trust (GLDM) stake by 5.3% in Q3 2026, selling an estimated $90.6K and leaving 19,262 shares worth $1.58M. The position accounts for 0.03% of the portfolio, ranked #296.

Mission Wealth Management first reported a position in GLDM in Q3 2025 and has held it in 5 quarters since. The position peaked at $2.54M in Q3 2025. 241 funds tracked by Wall St. Rank hold GLDM as of Q3 2026.

Mission Wealth Management held 19,262 shares of SPDR Gold MiniShares Trust worth $1.58M as of Q3 2026.
Mission Wealth Management sold 1,074 SPDR Gold MiniShares Trust shares in Q3 2026, an estimated $90.6K.
SPDR Gold MiniShares Trust made up 0.03% of Mission Wealth Management's portfolio in Q3 2026, its #296 holding.
Mission Wealth Management first reported a position in SPDR Gold MiniShares Trust in Q3 2025 and has held it in 5 quarters since.
Mission Wealth Management's SPDR Gold MiniShares Trust position peaked at $2.54M in Q3 2025.
241 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q3 2026.

Based on Mission Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.