VisionPoint Advisory Group’s SPDR Gold MiniShares Trust GLDM Stock Holding History

VisionPoint Advisory Group’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	$661K	Buy	8,042 +2,550	+46%	+$215K	0.1%	196
2026 Q2	$436K	Buy	5,492 +3,124	+132%	+$279K	0.07%	279
2026 Q1	$219K	Buy	+2,368	New	+$228K	0.04%	409
2025 Q4	–	Sell	-4,713	Closed	-$360K	–	408
2025 Q3	$360K	Buy	4,713 +63	+1%	+$4.32K	0.07%	263
2025 Q2	$305K	Buy	+4,650	New	+$303K	0.07%	269

Other funds holding GLDM

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

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

IWA

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

BTWM

Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return

RCP

Roan Capital Partners Johnson City, Tennessee $137M AUM

VisionPoint Advisory Group's GLDM Position: Q3 2026 in Review

VisionPoint Advisory Group increased its SPDR Gold MiniShares Trust (GLDM) stake by 46% in Q3 2026, buying an estimated $215K and bringing the position to 8,042 shares worth $661K. The position accounts for 0.1% of the portfolio, ranked #196.

VisionPoint Advisory Group first reported a position in GLDM in Q2 2025 and has held it in 5 quarters since. 50 funds tracked by Wall St. Rank hold GLDM as of Q3 2026.

VisionPoint Advisory Group held 8,042 shares of SPDR Gold MiniShares Trust worth $661K as of Q3 2026.
VisionPoint Advisory Group bought 2,550 SPDR Gold MiniShares Trust shares in Q3 2026, an estimated $215K.
SPDR Gold MiniShares Trust made up 0.1% of VisionPoint Advisory Group's portfolio in Q3 2026, its #196 holding.
VisionPoint Advisory Group first reported a position in SPDR Gold MiniShares Trust in Q2 2025 and has held it in 5 quarters since.
50 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.