Rodgers & Associates
GLDM icon

Rodgers & Associates’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Rodgers & Associates’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 		$236K Hold
2,875
– – 0.02% 97
2026
Q2 		$228K Hold
2,875
– – 0.02% 97
2026
Q1 		$266K Hold
2,875
– – 0.03% 90
2025
Q4 		$245K Sell
2,875
-215
-7% -$17.7K 0.02% 93
2025
Q3 		$236K Buy
+3,090
New +$212K 0.02% 97

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Empower Advisory Group
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State Street
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Resona Asset Management
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LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mizuho Bank
Mizuho Bank Tokyo, Japan $378M AUM 17.02% 1-Year Est. Return
UBS Group
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Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.62B AUM 0.83% 1-Year Est. Return

Rodgers & Associates's GLDM Position: Q3 2026 in Review

Rodgers & Associates held its SPDR Gold MiniShares Trust (GLDM) position steady in Q3 2026 at 2,875 shares worth $236K. The position accounts for 0.02% of the portfolio, ranked #97.

Rodgers & Associates first reported a position in GLDM in Q3 2025 and has held it in 5 quarters since. The position peaked at $266K in Q1 2026. 876 funds tracked by Wall St. Rank hold GLDM as of Q3 2026.

  • Rodgers & Associates held 2,875 shares of SPDR Gold MiniShares Trust worth $236K as of Q3 2026.
  • Rodgers & Associates left its SPDR Gold MiniShares Trust share count unchanged in Q3 2026.
  • SPDR Gold MiniShares Trust made up 0.02% of Rodgers & Associates's portfolio in Q3 2026, its #97 holding.
  • Rodgers & Associates first reported a position in SPDR Gold MiniShares Trust in Q3 2025 and has held it in 5 quarters since.
  • Rodgers & Associates's SPDR Gold MiniShares Trust position peaked at $266K in Q1 2026.
  • 876 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q3 2026.

Based on Rodgers & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.