ULWM
GLDM icon

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

Upper Left 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 		$4.48M Sell
54,543
-7,632
-12% -$644K 2.33% 12
2026
Q2 		$4.94M Sell
62,175
-1,025
-2% -$91.5K 2.74% 12
2026
Q1 		$5.86M Sell
63,200
-11,015
-15% -$1.06M 3.46% 8
2025
Q4 		$6.34M Sell
74,215
-4,596
-6% -$378K 3.86% 4
2025
Q3 		$6.03M Sell
78,811
-2,210
-3% -$151K 3.78% 6
2025
Q2 		$5.31M Sell
81,021
-5,048
-6% -$329K 3.54% 7
2025
Q1 		$5.33M Buy
86,069
+82
+0.1% +$4.66K 3.82% 5
2024
Q4 		$4.47M Buy
85,987
+1,175
+1% +$62K 3.82% 7
2024
Q3 		$4.21M Buy
84,812
+12,071
+17% +$593K 3.68% 10
2024
Q2 		$3.35M Sell
72,741
-1,521
-2% -$70.5K 3.03% 16
2024
Q1 		$3.27M Buy
74,262
+1,204
+2% +$49.5K 3.03% 17
2023
Q4 		$2.99M Sell
73,058
-6,369
-8% -$250K 2.93% 15
2023
Q3 		$2.91M Buy
79,427
+2,294
+3% +$87.7K 3.03% 15
2023
Q2 		$2.94M Buy
77,133
+125
+0.2% +$4.91K 3.27% 12
2023
Q1 		$3.01M Sell
77,008
-1,860
-2% -$69.9K 3.42% 13
2022
Q4 		$2.85M Sell
78,868
-4,627
-6% -$159K 3.37% 12
2022
Q3 		$2.81M Buy
+83,495
New +$2.86M 3.65% 10
2022
Q2 		– Sell
-83,757
Closed -$3.2M – 53
2022
Q1 		$3.2M Sell
83,757
-675
-0.8% -$25.2K 3.32% 14
2021
Q4 		$3.07M Buy
+84,432
New +$3.02M 3.06% 16

Other funds holding GLDM

Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Bangor Savings Bank
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Encompass More Asset Management
Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return
CoreCap Advisors
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
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AA Financial Advisors
AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return

Upper Left Wealth Management's GLDM Position: Q3 2026 in Review

Upper Left Wealth Management reduced its SPDR Gold MiniShares Trust (GLDM) stake by 12% in Q3 2026, selling an estimated $644K and leaving 54,543 shares worth $4.48M. The position accounts for 2.33% of the portfolio, ranked #12.

Upper Left Wealth Management first reported a position in GLDM in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.34M in Q4 2025. 173 funds tracked by Wall St. Rank hold GLDM as of Q3 2026.

  • Upper Left Wealth Management held 54,543 shares of SPDR Gold MiniShares Trust worth $4.48M as of Q3 2026.
  • Upper Left Wealth Management sold 7,632 SPDR Gold MiniShares Trust shares in Q3 2026, an estimated $644K.
  • SPDR Gold MiniShares Trust made up 2.33% of Upper Left Wealth Management's portfolio in Q3 2026, its #12 holding.
  • Upper Left Wealth Management first reported a position in SPDR Gold MiniShares Trust in Q4 2021 and has held it in 19 quarters since.
  • Upper Left Wealth Management's SPDR Gold MiniShares Trust position peaked at $6.34M in Q4 2025.
  • 173 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q3 2026.

Based on Upper Left Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.