Pacifica Partners’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Pacifica Partners’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	$25.1K	Sell	304 -10	-3%	-$843	0.01%	223
2026 Q2	$25.6K	Buy	314 +10	+3%	+$893	0.01%	231
2026 Q1	$28.2K	Buy	+304	New	+$29.3K	0.01%	229
2025 Q4	–	Sell	-140	Closed	-$10.7K	–	488
2025 Q3	$10.7K	Hold	140	–	–	﹤0.01%	323
2025 Q2	$9.07K	Hold	140	–	–	﹤0.01%	349
2025 Q1	$8.61K	Hold	140	–	–	﹤0.01%	345
2024 Q4	$7.38K	Hold	140	–	–	﹤0.01%	350
2024 Q3	$7.3K	Hold	140	–	–	﹤0.01%	375
2024 Q2	$6.54K	Buy	+140	New	+$6.49K	﹤0.01%	389
2024 Q1	–	Sell	-280	Closed	-$11.2K	–	532
2023 Q4	$11.2K	Hold	280	–	–	0.01%	350
2023 Q3	$10.1K	Buy	280 +180	+180%	+$6.88K	0.01%	344
2023 Q2	$3.8K	Hold	100	–	–	﹤0.01%	395
2023 Q1	$3.96K	Hold	100	–	–	﹤0.01%	405
2022 Q4	$3.6K	Buy	100 +23	+30%	+$790	﹤0.01%	383
2022 Q3	$2K	Hold	77	–	–	﹤0.01%	427
2022 Q2	$3K	Hold	77	–	–	﹤0.01%	407
2022 Q1	$3K	Buy	77 +26	+51%	+$971	﹤0.01%	409
2021 Q4	$2K	Hold	51	–	–	﹤0.01%	434
2021 Q3	$2K	Hold	51	–	–	﹤0.01%	438
2021 Q2	$2K	Hold	51	–	–	﹤0.01%	431
2021 Q1	$2K	Hold	51	–	–	﹤0.01%	375
2020 Q4	$2K	Buy	+51	New	+$1.91K	﹤0.01%	347

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

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

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

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

Pacifica Partners's GLDM Position: Q3 2026 in Review

Pacifica Partners reduced its SPDR Gold MiniShares Trust (GLDM) stake by 3.2% in Q3 2026, selling an estimated $843 and leaving 304 shares worth $25.1K. The position accounts for 0.01% of the portfolio, ranked #223.

Pacifica Partners first reported a position in GLDM in Q4 2020 and has held it in 22 quarters since. The position peaked at $28.2K in Q1 2026. 294 funds tracked by Wall St. Rank hold GLDM as of Q3 2026.

Pacifica Partners held 304 shares of SPDR Gold MiniShares Trust worth $25.1K as of Q3 2026.
Pacifica Partners sold 10 SPDR Gold MiniShares Trust shares in Q3 2026, an estimated $843.
SPDR Gold MiniShares Trust made up 0.01% of Pacifica Partners's portfolio in Q3 2026, its #223 holding.
Pacifica Partners first reported a position in SPDR Gold MiniShares Trust in Q4 2020 and has held it in 22 quarters since.
Pacifica Partners's SPDR Gold MiniShares Trust position peaked at $28.2K in Q1 2026.
294 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q3 2026.

Based on Pacifica Partners's 13F filing for Q3 2026, filed 9 Oct 2026.