Root Financial Partners’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Root Financial Partners’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	$59K	Buy	+718	New	+$60.6K	﹤0.01%	999
2026 Q2	–	Sell	-917	Closed	-$85K	–	1521
2026 Q1	$85K	Buy	917 +554	+153%	+$53.4K	﹤0.01%	632
2025 Q4	$31K	Buy	363 +307	+548%	+$25.2K	﹤0.01%	926
2025 Q3	$4.28K	Buy	+56	New	+$3.84K	﹤0.01%	1780

Other funds holding GLDM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Resona Asset Management Koto-Ku,tokyo, Japan $21.2B AUM 30.94% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mizuho Bank Tokyo, Japan $378M AUM 17.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.62B AUM 0.83% 1-Year Est. Return

Root Financial Partners's GLDM Position: Q3 2026 in Review

Root Financial Partners opened a new position in SPDR Gold MiniShares Trust (GLDM) in Q3 2026: 718 shares worth $59K. The stake represents ﹤0.01% of the portfolio and ranks #999 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in GLDM as recently as Q1 2026.

Root Financial Partners first reported a position in GLDM in Q3 2025 and has held it in 4 quarters since. The position peaked at $85K in Q1 2026. 876 funds tracked by Wall St. Rank hold GLDM as of Q3 2026.

Root Financial Partners held 718 shares of SPDR Gold MiniShares Trust worth $59K as of Q3 2026.
SPDR Gold MiniShares Trust was a new Root Financial Partners position in Q3 2026.
SPDR Gold MiniShares Trust made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #999 holding.
Root Financial Partners first reported a position in SPDR Gold MiniShares Trust in Q3 2025 and has held it in 4 quarters since.
Root Financial Partners's SPDR Gold MiniShares Trust position peaked at $85K in Q1 2026.
876 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.