Wealthcare Advisory Partners’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Wealthcare Advisory Partners’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	$14.7M	Buy	179,126 +14,300	+9%	+$1.21M	0.25%	83
2026 Q2	$13.1M	Buy	164,826 +1,169	+0.7%	+$104K	0.25%	82
2026 Q1	$15.2M	Sell	163,657 -9,059	-5%	-$874K	0.3%	74
2025 Q4	$14.7M	Buy	172,716 +14,088	+9%	+$1.16M	0.29%	77
2025 Q3	$12.1M	Buy	158,628 +104,755	+194%	+$7.18M	0.25%	80
2025 Q2	$3.53M	Sell	53,873 -3,233	-6%	-$210K	0.08%	201
2025 Q1	$3.53M	Sell	57,106 -1,694	-3%	-$96.2K	0.09%	183
2024 Q4	$3.06M	Sell	58,800 -1,125	-2%	-$59.3K	0.08%	197
2024 Q3	$3.12M	Sell	59,925 -11,028	-16%	-$541K	0.09%	197
2024 Q2	$3.27M	Buy	70,953 +604	+0.9%	+$28K	0.1%	158
2024 Q1	$3.1M	Buy	70,349 +6,449	+10%	+$265K	0.1%	169
2023 Q4	$2.61M	Buy	63,900 +6,463	+11%	+$253K	0.1%	163
2023 Q3	$2.11M	Sell	57,437 -47,964	-46%	-$1.83M	0.1%	167
2023 Q2	$4.01M	Buy	105,401 +24,835	+31%	+$975K	0.18%	101
2023 Q1	$3.15M	Buy	80,566 +44,897	+126%	+$1.69M	0.14%	131
2022 Q4	$1.29M	Sell	35,669 -17,442	-33%	-$599K	0.06%	233
2022 Q3	$1.75M	Sell	53,111 -536,339	-91%	-$18.4M	0.1%	154
2022 Q2	$21.1M	Buy	+589,450	New	+$21.9M	1.28%	17
2022 Q1	–	Sell	-466,862	Closed	-$17M	–	561
2021 Q4	$17M	Buy	466,862 +105,464	+29%	+$3.77M	1.02%	23
2021 Q3	$12.6M	Buy	361,398 +348,275	+2,654%	+$12.4M	0.83%	25
2021 Q2	$462K	Buy	13,123 +665	+5%	+$24K	0.03%	335
2021 Q1	$424K	Sell	12,458 -85,357	-87%	-$3.05M	0.03%	323
2020 Q4	$3.7M	Buy	97,815 +34,111	+54%	+$1.28M	0.33%	43
2020 Q3	$2.4M	Buy	+63,704	New	+$2.43M	0.26%	48

Other funds holding GLDM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

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

School Employees Retirement Board of Ohio Columbus, Ohio $339M AUM 6.37% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 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

Wealthcare Advisory Partners's GLDM Position: Q3 2026 in Review

Wealthcare Advisory Partners increased its SPDR Gold MiniShares Trust (GLDM) stake by 8.7% in Q3 2026, buying an estimated $1.21M and bringing the position to 179,126 shares worth $14.7M. The position accounts for 0.25% of the portfolio, ranked #83.

Wealthcare Advisory Partners first reported a position in GLDM in Q3 2020 and has held it in 24 quarters since. The position peaked at $21.1M in Q2 2022. 292 funds tracked by Wall St. Rank hold GLDM as of Q3 2026.

Wealthcare Advisory Partners held 179,126 shares of SPDR Gold MiniShares Trust worth $14.7M as of Q3 2026.
Wealthcare Advisory Partners bought 14,300 SPDR Gold MiniShares Trust shares in Q3 2026, an estimated $1.21M.
SPDR Gold MiniShares Trust made up 0.25% of Wealthcare Advisory Partners's portfolio in Q3 2026, its #83 holding.
Wealthcare Advisory Partners first reported a position in SPDR Gold MiniShares Trust in Q3 2020 and has held it in 24 quarters since.
Wealthcare Advisory Partners's SPDR Gold MiniShares Trust position peaked at $21.1M in Q2 2022.
292 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q3 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2026, filed 21 Oct 2026.