Wealth Advisory Solutions
GLDM icon

Wealth Advisory Solutions’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Wealth Advisory Solutions’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 		$9.9M Buy
120,128
+413
+0.3% +$34.8K 2.04% 12
2026
Q2 		$9.5M Sell
119,715
-268
-0.2% -$23.9K 1.95% 13
2026
Q1 		$11.1M Sell
119,983
-12,606
-10% -$1.22M 2.48% 10
2025
Q4 		$11.3M Sell
132,589
-3,213
-2% -$264K 2.64% 10
2025
Q3 		$10.4M Buy
135,802
+4,896
+4% +$336K 2.51% 10
2025
Q2 		$8.58M Sell
130,906
-2,157
-2% -$140K 2.17% 12
2025
Q1 		$8.24M Sell
133,063
-2,964
-2% -$168K 2.18% 11
2024
Q4 		$7.07M Sell
136,027
-4,718
-3% -$249K 1.98% 12
2024
Q3 		$7.34M Buy
140,745
+168
+0.1% +$8.25K 2.02% 12
2024
Q2 		$6.48M Sell
140,577
-270,170
-66% -$12.5M 1.76% 13
2024
Q1 		$19M Buy
+410,747
New +$16.9M 4.92% 4
2023
Q4 		– Sell
-140,415
Closed -$5.15M – 89
2023
Q3 		$5.15M Sell
140,415
-4,354
-3% -$166K 1.01% 28
2023
Q2 		$5.51M Buy
144,769
+1,032
+0.7% +$40.5K 1.47% 19
2023
Q1 		$5.62M Buy
143,737
+1,202
+0.8% +$45.2K 1.49% 18
2022
Q4 		$5.16M Sell
142,535
-2,172
-2% -$74.6K 1.39% 18
2022
Q3 		$4.77M Buy
144,707
+5,006
+4% +$172K 1.32% 18
2022
Q2 		$5.01M Buy
139,701
+807
+0.6% +$30K 1.23% 24
2022
Q1 		$5.34M Buy
+138,894
New +$5.19M 1.11% 29
2021
Q3 		$2.46M Buy
70,489
+13,008
+23% +$463K 0.55% 50
2021
Q2 		$2.02M Buy
57,481
+2,952
+5% +$107K 0.48% 59
2021
Q1 		$2M Buy
54,529
+3,588
+7% +$128K 0.42% 64
2020
Q4 		$1.93M Sell
50,941
-60
-0.1% -$2.24K 0.52% 53
2020
Q3 		$1.92M Buy
51,001
+6,722
+15% +$256K 0.51% 58
2020
Q2 		$1.57M Buy
44,279
+3,453
+8% +$118K 0.44% 67
2020
Q1 		$1.28M Sell
40,826
-22,685
-36% -$716K 0.44% 68
2019
Q4 		$1.92M Buy
+63,511
New +$1.88M 0.51% 61

Other funds holding GLDM

Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
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
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 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
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
NavPoint Financial
NavPoint Financial Prior Lake, Minnesota $283M AUM 9.09% 1-Year Est. Return
Encompass More Asset Management
Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return

Wealth Advisory Solutions's GLDM Position: Q3 2026 in Review

Wealth Advisory Solutions increased its SPDR Gold MiniShares Trust (GLDM) stake by 0.34% in Q3 2026, buying an estimated $34.8K and bringing the position to 120,128 shares worth $9.9M. The position accounts for 2.04% of the portfolio, ranked #12.

Wealth Advisory Solutions first reported a position in GLDM in Q4 2019 and has held it in 26 quarters since. The position peaked at $19M in Q1 2024. 237 funds tracked by Wall St. Rank hold GLDM as of Q3 2026.

  • Wealth Advisory Solutions held 120,128 shares of SPDR Gold MiniShares Trust worth $9.9M as of Q3 2026.
  • Wealth Advisory Solutions bought 413 SPDR Gold MiniShares Trust shares in Q3 2026, an estimated $34.8K.
  • SPDR Gold MiniShares Trust made up 2.04% of Wealth Advisory Solutions's portfolio in Q3 2026, its #12 holding.
  • Wealth Advisory Solutions first reported a position in SPDR Gold MiniShares Trust in Q4 2019 and has held it in 26 quarters since.
  • Wealth Advisory Solutions's SPDR Gold MiniShares Trust position peaked at $19M in Q1 2024.
  • 237 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q3 2026.

Based on Wealth Advisory Solutions's 13F filing for Q3 2026, filed 20 Oct 2026.