Pathway Financial Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Pathway Financial 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	$1.39M	Hold	16,965	–	–	0.15%	59
2026 Q2	$1.38M	Hold	16,965	–	–	0.16%	59
2026 Q1	$1.57M	Hold	16,965	–	–	0.19%	50
2025 Q4	$1.51M	Hold	16,965	–	–	0.19%	54
2025 Q3	$1.3M	Buy	16,965 +770	+5%	+$52.8K	0.17%	54
2025 Q2	$1.06M	Buy	16,195 +1,786	+12%	+$116K	0.16%	56
2025 Q1	$892K	Hold	14,409	–	–	0.16%	62
2024 Q4	$749K	Hold	14,409	–	–	0.17%	68
2024 Q3	$751K	Hold	14,409	–	–	0.19%	62
2024 Q2	$664K	Hold	14,409	–	–	0.18%	68
2024 Q1	$635K	Hold	14,409	–	–	0.17%	70
2023 Q4	$589K	Hold	14,409	–	–	0.17%	69
2023 Q3	$528K	Hold	14,409	–	–	0.18%	63
2023 Q2	$549K	Hold	14,409	–	–	0.18%	59
2023 Q1	$564K	Hold	14,409	–	–	0.19%	57
2022 Q4	$521K	Hold	14,409	–	–	0.16%	62
2022 Q3	$475K	Hold	14,409	–	–	0.16%	67
2022 Q2	$517K	Hold	14,409	–	–	0.22%	61
2022 Q1	$554K	Hold	14,409	–	–	0.21%	58
2021 Q4	$515K	Buy	+14,409	New	+$515K	0.18%	62
2021 Q1	$539K	Buy	+14,409	New	+$514K	0.21%	56

Other funds holding GLDM

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

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

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

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

SIM

Summitas Investment Management Mckinney, Texas $133M AUM 16.43% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

NPI

New Perspectives Inc Ridgeland, Mississippi $329M AUM 9.94% 1-Year Est. Return

Pathway Financial Advisors's GLDM Position: Q3 2026 in Review

Pathway Financial Advisors held its SPDR Gold MiniShares Trust (GLDM) position steady in Q3 2026 at 16,965 shares worth $1.39M. The position accounts for 0.15% of the portfolio, ranked #59.

Pathway Financial Advisors first reported a position in GLDM in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.57M in Q1 2026. 166 funds tracked by Wall St. Rank hold GLDM as of Q3 2026.

Pathway Financial Advisors held 16,965 shares of SPDR Gold MiniShares Trust worth $1.39M as of Q3 2026.
Pathway Financial Advisors left its SPDR Gold MiniShares Trust share count unchanged in Q3 2026.
SPDR Gold MiniShares Trust made up 0.15% of Pathway Financial Advisors's portfolio in Q3 2026, its #59 holding.
Pathway Financial Advisors first reported a position in SPDR Gold MiniShares Trust in Q1 2021 and has held it in 21 quarters since.
Pathway Financial Advisors's SPDR Gold MiniShares Trust position peaked at $1.57M in Q1 2026.
166 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q3 2026.

Based on Pathway Financial Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.