Sigma Planning Corp
GLDM icon

Sigma Planning Corp’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Sigma Planning Corp’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 		$1.82M Sell
22,111
-9,602
-30% -$810K 0.05% 377
2026
Q2 		$2.52M Buy
31,713
+12,350
+64% +$1.1M 0.06% 315
2026
Q1 		$1.79M Buy
19,363
+9,486
+96% +$915K 0.05% 368
2025
Q4 		$843K Sell
9,877
-395
-4% -$32.5K 0.02% 602
2025
Q3 		$785K Sell
10,272
-1,080
-10% -$74K 0.02% 617
2025
Q2 		$744K Sell
11,352
-317
-3% -$20.6K 0.02% 619
2025
Q1 		$722K Buy
11,669
+1,008
+9% +$57.2K 0.02% 599
2024
Q4 		$554K Buy
10,661
+1,793
+20% +$94.5K 0.02% 697
2024
Q3 		$462K Buy
8,868
+1,532
+21% +$75.2K 0.01% 768
2024
Q2 		$338K Buy
7,336
+1,216
+20% +$56.3K 0.01% 875
2024
Q1 		$270K Buy
+6,120
New +$251K 0.01% 1010
2022
Q1 		– Sell
-14,473
Closed -$526K – 1416
2021
Q4 		$526K Sell
14,473
-1,610
-10% -$57.5K 0.01% 830
2021
Q3 		$562K Sell
16,083
-5,914
-27% -$210K 0.02% 764
2021
Q2 		$775K Sell
21,997
-421
-2% -$15.2K 0.02% 644
2021
Q1 		$762K Buy
+22,418
New +$800K 0.02% 599

Other funds holding GLDM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Regents of the University of California
Regents of the University of California Oakland, California $6.64B AUM 23.46% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
3EDGE Asset Management
3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Sigma Planning Corp's GLDM Position: Q3 2026 in Review

Sigma Planning Corp reduced its SPDR Gold MiniShares Trust (GLDM) stake by 30% in Q3 2026, selling an estimated $810K and leaving 22,111 shares worth $1.82M. The position accounts for 0.05% of the portfolio, ranked #377.

Sigma Planning Corp first reported a position in GLDM in Q1 2021 and has held it in 15 quarters since. The position peaked at $2.52M in Q2 2026. 636 funds tracked by Wall St. Rank hold GLDM as of Q3 2026.

  • Sigma Planning Corp held 22,111 shares of SPDR Gold MiniShares Trust worth $1.82M as of Q3 2026.
  • Sigma Planning Corp sold 9,602 SPDR Gold MiniShares Trust shares in Q3 2026, an estimated $810K.
  • SPDR Gold MiniShares Trust made up 0.05% of Sigma Planning Corp's portfolio in Q3 2026, its #377 holding.
  • Sigma Planning Corp first reported a position in SPDR Gold MiniShares Trust in Q1 2021 and has held it in 15 quarters since.
  • Sigma Planning Corp's SPDR Gold MiniShares Trust position peaked at $2.52M in Q2 2026.
  • 636 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.