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Wedmont Private Capital’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Wedmont Private Capital’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 		$748K Sell
9,149
-684
-7% -$57.7K 0.02% 473
2026
Q2 		$799K Sell
9,833
-944
-9% -$84.3K 0.02% 407
2026
Q1 		$1.01M Buy
10,777
+862
+9% +$83.1K 0.03% 315
2025
Q4 		$874K Hold
9,915
– – 0.03% 324
2025
Q3 		$782K Buy
+9,915
New +$679K 0.03% 330

Other funds holding GLDM

GI
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
CA
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

Wedmont Private Capital's GLDM Position: Q3 2026 in Review

Wedmont Private Capital reduced its SPDR Gold MiniShares Trust (GLDM) stake by 7% in Q3 2026, selling an estimated $57.7K and leaving 9,149 shares worth $748K. The position accounts for 0.02% of the portfolio, ranked #473.

Wedmont Private Capital first reported a position in GLDM in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.01M in Q1 2026. 50 funds tracked by Wall St. Rank hold GLDM as of Q3 2026.

  • Wedmont Private Capital held 9,149 shares of SPDR Gold MiniShares Trust worth $748K as of Q3 2026.
  • Wedmont Private Capital sold 684 SPDR Gold MiniShares Trust shares in Q3 2026, an estimated $57.7K.
  • SPDR Gold MiniShares Trust made up 0.02% of Wedmont Private Capital's portfolio in Q3 2026, its #473 holding.
  • Wedmont Private Capital first reported a position in SPDR Gold MiniShares Trust in Q3 2025 and has held it in 5 quarters since.
  • Wedmont Private Capital's SPDR Gold MiniShares Trust position peaked at $1.01M in Q1 2026.
  • 50 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.