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

Penobscot 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	$6.36M	Buy	77,391 +2,096	+3%	+$177K	1.64%	12
2026 Q2	$5.98M	Buy	75,295 +12,570	+20%	+$1.12M	1.6%	12
2026 Q1	$5.81M	Buy	62,725 +8,087	+15%	+$780K	1.72%	11
2025 Q4	$4.66M	Sell	54,638 -3,129	-5%	-$257K	1.44%	12
2025 Q3	$4.42M	Buy	57,767 +3,818	+7%	+$262K	1.42%	12
2025 Q2	$3.53M	Buy	53,949 +347	+0.6%	+$22.6K	1.27%	14
2025 Q1	$3.32M	Buy	+53,602	New	+$3.04M	1.4%	13

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

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

Penobscot Wealth Management increased its SPDR Gold MiniShares Trust (GLDM) stake by 2.8% in Q3 2026, buying an estimated $177K and bringing the position to 77,391 shares worth $6.36M. The position accounts for 1.64% of the portfolio, ranked #12.

Penobscot Wealth Management first reported a position in GLDM in Q1 2025 and has held it in 7 quarters since. 294 funds tracked by Wall St. Rank hold GLDM as of Q3 2026.

Penobscot Wealth Management held 77,391 shares of SPDR Gold MiniShares Trust worth $6.36M as of Q3 2026.
Penobscot Wealth Management bought 2,096 SPDR Gold MiniShares Trust shares in Q3 2026, an estimated $177K.
SPDR Gold MiniShares Trust made up 1.64% of Penobscot Wealth Management's portfolio in Q3 2026, its #12 holding.
Penobscot Wealth Management first reported a position in SPDR Gold MiniShares Trust in Q1 2025 and has held it in 7 quarters since.
294 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q3 2026.

Based on Penobscot Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.