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

Professional 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	$271K	Sell	3,297 -89	-3%	-$7.51K	0.05%	118
2026 Q2	$269K	Buy	3,386 +60	+2%	+$5.36K	0.05%	120
2026 Q1	$308K	Buy	3,326 +21	+0.6%	+$2.02K	0.06%	106
2025 Q4	$282K	Sell	3,305 -10	-0.3%	-$822	0.06%	107
2025 Q3	$253K	Buy	3,315 +53	+2%	+$3.63K	0.05%	113
2025 Q2	$214K	Buy	+3,262	New	+$212K	0.05%	113
2022 Q4	–	Sell	-3,266	Closed	-$108K	–	224
2022 Q3	$108K	Sell	3,266 -18	-0.5%	-$617	0.07%	96
2022 Q2	$118K	Sell	3,284 -5	-0.2%	-$186	0.07%	100
2022 Q1	$127K	Buy	3,289 +589	+22%	+$22K	0.05%	98
2021 Q4	$98K	Hold	2,700	–	–	0.04%	132
2021 Q3	$94K	Sell	2,700 -343	-11%	-$12.2K	0.05%	114
2021 Q2	$107K	Hold	3,043	–	–	0.06%	114
2021 Q1	$103K	Sell	3,043 -8,169	-73%	-$292K	0.06%	105
2020 Q4	$425K	Hold	11,212	–	–	0.33%	56
2020 Q3	$420K	Buy	11,212 +3,704	+49%	+$141K	0.39%	51
2020 Q2	$267K	Buy	+7,508	New	+$257K	0.35%	52
2020 Q1	–	Sell	-10,573	Closed	-$320K	–	57
2019 Q4	$320K	Buy	+10,573	New	+$313K	0.3%	63

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

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

Professional Financial Advisors reduced its SPDR Gold MiniShares Trust (GLDM) stake by 2.6% in Q3 2026, selling an estimated $7.51K and leaving 3,297 shares worth $271K. The position accounts for 0.05% of the portfolio, ranked #118.

Professional Financial Advisors first reported a position in GLDM in Q4 2019 and has held it in 17 quarters since. The position peaked at $425K in Q4 2020. 294 funds tracked by Wall St. Rank hold GLDM as of Q3 2026.

Professional Financial Advisors held 3,297 shares of SPDR Gold MiniShares Trust worth $271K as of Q3 2026.
Professional Financial Advisors sold 89 SPDR Gold MiniShares Trust shares in Q3 2026, an estimated $7.51K.
SPDR Gold MiniShares Trust made up 0.05% of Professional Financial Advisors's portfolio in Q3 2026, its #118 holding.
Professional Financial Advisors first reported a position in SPDR Gold MiniShares Trust in Q4 2019 and has held it in 17 quarters since.
Professional Financial Advisors's SPDR Gold MiniShares Trust position peaked at $425K in Q4 2020.
294 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q3 2026.

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