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

Sheets Smith 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	$1.22M	Buy	14,858 +1,007	+7%	+$84.9K	0.13%	161
2026 Q2	$1.1M	Buy	13,851 +1,516	+12%	+$135K	0.11%	185
2026 Q1	$1.14M	Buy	12,335 +2,052	+20%	+$198K	0.13%	167
2025 Q4	$878K	Sell	10,283 -875	-8%	-$71.9K	0.1%	194
2025 Q3	$853K	Buy	11,158 +90	+0.8%	+$6.17K	0.1%	197
2025 Q2	$725K	Buy	11,068 +147	+1%	+$9.6K	0.08%	221
2025 Q1	$676K	Buy	+10,921	New	+$620K	0.08%	207
2024 Q2	–	Sell	-4,957	Closed	-$218K	–	387
2024 Q1	$218K	Hold	4,957	–	–	0.02%	359
2023 Q4	$203K	Buy	+4,957	New	+$194K	0.03%	326
2022 Q1	–	Sell	-31,952	Closed	-$1.16M	–	368
2021 Q4	$1.16M	Buy	+31,952	New	+$1.14M	0.14%	138

Other funds holding GLDM

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

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

Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

SIM

Summitas Investment Management Mckinney, Texas $133M AUM 16.43% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

NPI

New Perspectives Inc Ridgeland, Mississippi $329M AUM 9.94% 1-Year Est. Return

Sheets Smith Wealth Management's GLDM Position: Q3 2026 in Review

Sheets Smith Wealth Management increased its SPDR Gold MiniShares Trust (GLDM) stake by 7.3% in Q3 2026, buying an estimated $84.9K and bringing the position to 14,858 shares worth $1.22M. The position accounts for 0.13% of the portfolio, ranked #161.

Sheets Smith Wealth Management first reported a position in GLDM in Q4 2021 and has held it in 10 quarters since. 147 funds tracked by Wall St. Rank hold GLDM as of Q3 2026.

Sheets Smith Wealth Management held 14,858 shares of SPDR Gold MiniShares Trust worth $1.22M as of Q3 2026.
Sheets Smith Wealth Management bought 1,007 SPDR Gold MiniShares Trust shares in Q3 2026, an estimated $84.9K.
SPDR Gold MiniShares Trust made up 0.13% of Sheets Smith Wealth Management's portfolio in Q3 2026, its #161 holding.
Sheets Smith Wealth Management first reported a position in SPDR Gold MiniShares Trust in Q4 2021 and has held it in 10 quarters since.
147 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q3 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.