Welch Group
GLDM icon

Welch Group’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Welch 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 		$5.47M Buy
66,568
+9,701
+17% +$818K 0.19% 63
2026
Q2 		$4.52M Buy
56,867
+7,346
+15% +$656K 0.15% 68
2026
Q1 		$4.59M Buy
49,521
+28,481
+135% +$2.75M 0.17% 65
2025
Q4 		$1.8M Buy
21,040
+5,729
+37% +$471K 0.07% 87
2025
Q3 		$1.17M Buy
+15,311
New +$1.05M 0.05% 100

Other funds holding GLDM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Regents of the University of California
Regents of the University of California Oakland, California $6.64B AUM 23.46% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Hollow Brook Wealth Management
Hollow Brook Wealth Management Katonah, New York $575M AUM 19.16% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
School Employees Retirement Board of Ohio
School Employees Retirement Board of Ohio Columbus, Ohio $339M AUM 6.37% 1-Year Est. Return

Welch Group's GLDM Position: Q3 2026 in Review

Welch Group increased its SPDR Gold MiniShares Trust (GLDM) stake by 17% in Q3 2026, buying an estimated $818K and bringing the position to 66,568 shares worth $5.47M. The position accounts for 0.19% of the portfolio, ranked #63.

Welch Group first reported a position in GLDM in Q3 2025 and has held it in 5 quarters since. 411 funds tracked by Wall St. Rank hold GLDM as of Q3 2026.

  • Welch Group held 66,568 shares of SPDR Gold MiniShares Trust worth $5.47M as of Q3 2026.
  • Welch Group bought 9,701 SPDR Gold MiniShares Trust shares in Q3 2026, an estimated $818K.
  • SPDR Gold MiniShares Trust made up 0.19% of Welch Group's portfolio in Q3 2026, its #63 holding.
  • Welch Group first reported a position in SPDR Gold MiniShares Trust in Q3 2025 and has held it in 5 quarters since.
  • 411 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q3 2026.

Based on Welch Group's 13F filing for Q3 2026, filed 29 Oct 2026.