Whelan Financial’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Whelan Financial’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	$994K	Buy	+12,099	New	+$1.02M	0.26%	42

Other funds holding GLDM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

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

Regents of the University of California Oakland, California $6.64B AUM 23.46% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Whelan Financial's GLDM Position: Q3 2026 in Review

Whelan Financial opened a new position in SPDR Gold MiniShares Trust (GLDM) in Q3 2026: 12,099 shares worth $994K. The stake represents 0.26% of the portfolio and ranks #42 among its holdings.

615 funds tracked by Wall St. Rank hold GLDM as of Q3 2026.

Whelan Financial held 12,099 shares of SPDR Gold MiniShares Trust worth $994K as of Q3 2026.
SPDR Gold MiniShares Trust was a new Whelan Financial position in Q3 2026.
SPDR Gold MiniShares Trust made up 0.26% of Whelan Financial's portfolio in Q3 2026, its #42 holding.
615 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q3 2026.

Based on Whelan Financial's 13F filing for Q3 2026, filed 28 Oct 2026.