Physician Wealth Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Physician Wealth 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	$3.58M	Buy	43,578 +3,334	+8%	+$281K	0.41%	37
2026 Q2	$3.2M	Buy	40,244 +8,686	+28%	+$776K	0.38%	41
2026 Q1	$2.93M	Sell	31,558 -59,918	-66%	-$5.78M	0.41%	41
2025 Q4	$7.81M	Sell	91,476 -4,931	-5%	-$405K	1.09%	25
2025 Q3	$7.37M	Buy	96,407 +37,103	+63%	+$2.54M	1.05%	27
2025 Q2	$3.89M	Sell	59,304 -23,864	-29%	-$1.55M	0.61%	36
2025 Q1	$5.15M	Buy	83,168 +43,156	+108%	+$2.45M	0.89%	27
2024 Q4	$2.08M	Buy	+40,012	New	+$2.11M	0.35%	45

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

Physician Wealth Advisors's GLDM Position: Q3 2026 in Review

Physician Wealth Advisors increased its SPDR Gold MiniShares Trust (GLDM) stake by 8.3% in Q3 2026, buying an estimated $281K and bringing the position to 43,578 shares worth $3.58M. The position accounts for 0.41% of the portfolio, ranked #37.

Physician Wealth Advisors first reported a position in GLDM in Q4 2024 and has held it in 8 quarters since. The position peaked at $7.81M in Q4 2025. 237 funds tracked by Wall St. Rank hold GLDM as of Q3 2026.

Physician Wealth Advisors held 43,578 shares of SPDR Gold MiniShares Trust worth $3.58M as of Q3 2026.
Physician Wealth Advisors bought 3,334 SPDR Gold MiniShares Trust shares in Q3 2026, an estimated $281K.
SPDR Gold MiniShares Trust made up 0.41% of Physician Wealth Advisors's portfolio in Q3 2026, its #37 holding.
Physician Wealth Advisors first reported a position in SPDR Gold MiniShares Trust in Q4 2024 and has held it in 8 quarters since.
Physician Wealth Advisors's SPDR Gold MiniShares Trust position peaked at $7.81M in Q4 2025.
237 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.