New Perspectives Inc’s SPDR Gold MiniShares Trust GLDM Stock Holding History

New Perspectives Inc’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	$11.8M	Sell	143,234 -1,577	-1%	-$133K	3.58%	8
2026 Q2	$11.5M	Sell	144,811 -14,699	-9%	-$1.31M	3.53%	8
2026 Q1	$14.8M	Sell	159,510 -1	-0%	-$96	5.12%	8
2025 Q4	$13.6M	Buy	159,511 +1,708	+1%	+$140K	4.72%	8
2025 Q3	$12.1M	Buy	157,803 +2,633	+2%	+$180K	5.4%	8
2025 Q2	$10.2M	Buy	155,170 +89,586	+137%	+$5.83M	5.03%	7
2025 Q1	$4.06M	Buy	+65,584	New	+$3.72M	2.17%	8

Other funds holding GLDM

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

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

School Employees Retirement Board of Ohio Columbus, Ohio $339M AUM 6.37% 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

Verde Servicos Internacionais Sao Paulo, Brazil $294M AUM 9.98% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

New Perspectives Inc's GLDM Position: Q3 2026 in Review

New Perspectives Inc reduced its SPDR Gold MiniShares Trust (GLDM) stake by 1.1% in Q3 2026, selling an estimated $133K and leaving 143,234 shares worth $11.8M. The position accounts for 3.58% of the portfolio, ranked #8.

New Perspectives Inc first reported a position in GLDM in Q1 2025 and has held it in 7 quarters since. The position peaked at $14.8M in Q1 2026. 325 funds tracked by Wall St. Rank hold GLDM as of Q3 2026.

New Perspectives Inc held 143,234 shares of SPDR Gold MiniShares Trust worth $11.8M as of Q3 2026.
New Perspectives Inc sold 1,577 SPDR Gold MiniShares Trust shares in Q3 2026, an estimated $133K.
SPDR Gold MiniShares Trust made up 3.58% of New Perspectives Inc's portfolio in Q3 2026, its #8 holding.
New Perspectives Inc first reported a position in SPDR Gold MiniShares Trust in Q1 2025 and has held it in 7 quarters since.
New Perspectives Inc's SPDR Gold MiniShares Trust position peaked at $14.8M in Q1 2026.
325 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q3 2026.

Based on New Perspectives Inc's 13F filing for Q3 2026, filed 14 Oct 2026.