Wells Financial Advisors
GLDM icon

Wells Financial Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Wells Financial Advisors’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 		$49.3K Hold
600
– – 0.46% 31
2026
Q2 		$47.7K Hold
600
– – 0.44% 31
2026
Q1 		$55.6K Sell
600
-385
-39% -$37.1K 0.25% 41
2025
Q4 		$84.1K Buy
985
+785
+393% +$64.5K 0.16% 47
2025
Q3 		$15.3K Buy
+200
New +$13.7K 0.02% 68

Other funds holding GLDM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.62B AUM 0.83% 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
Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
SBI Okasan Asset Management
SBI Okasan Asset Management Tokyo, Japan $3.18B AUM 5.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 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

Wells Financial Advisors's GLDM Position: Q3 2026 in Review

Wells Financial Advisors held its SPDR Gold MiniShares Trust (GLDM) position steady in Q3 2026 at 600 shares worth $49.3K. The position accounts for 0.46% of the portfolio, ranked #31.

Wells Financial Advisors first reported a position in GLDM in Q3 2025 and has held it in 5 quarters since. The position peaked at $84.1K in Q4 2025. 685 funds tracked by Wall St. Rank hold GLDM as of Q3 2026.

  • Wells Financial Advisors held 600 shares of SPDR Gold MiniShares Trust worth $49.3K as of Q3 2026.
  • Wells Financial Advisors left its SPDR Gold MiniShares Trust share count unchanged in Q3 2026.
  • SPDR Gold MiniShares Trust made up 0.46% of Wells Financial Advisors's portfolio in Q3 2026, its #31 holding.
  • Wells Financial Advisors first reported a position in SPDR Gold MiniShares Trust in Q3 2025 and has held it in 5 quarters since.
  • Wells Financial Advisors's SPDR Gold MiniShares Trust position peaked at $84.1K in Q4 2025.
  • 685 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q3 2026.

Based on Wells Financial Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.