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

Refined 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	$252K	Hold	3,072	–	–	0.14%	38
2026 Q2	$244K	Hold	3,072	–	–	0.15%	42
2026 Q1	$285K	Hold	3,072	–	–	0.18%	38
2025 Q4	$262K	Hold	3,072	–	–	0.18%	34
2025 Q3	$235K	Hold	3,072	–	–	0.15%	31
2025 Q2	$201K	Buy	+3,072	New	+$200K	0.14%	30

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

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

Refined Wealth Management held its SPDR Gold MiniShares Trust (GLDM) position steady in Q3 2026 at 3,072 shares worth $252K. The position accounts for 0.14% of the portfolio, ranked #38.

Refined Wealth Management first reported a position in GLDM in Q2 2025 and has held it in 6 quarters since. The position peaked at $285K in Q1 2026. 238 funds tracked by Wall St. Rank hold GLDM as of Q3 2026.

Refined Wealth Management held 3,072 shares of SPDR Gold MiniShares Trust worth $252K as of Q3 2026.
Refined Wealth Management left its SPDR Gold MiniShares Trust share count unchanged in Q3 2026.
SPDR Gold MiniShares Trust made up 0.14% of Refined Wealth Management's portfolio in Q3 2026, its #38 holding.
Refined Wealth Management first reported a position in SPDR Gold MiniShares Trust in Q2 2025 and has held it in 6 quarters since.
Refined Wealth Management's SPDR Gold MiniShares Trust position peaked at $285K in Q1 2026.
238 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q3 2026.

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