XY Planning Network’s SPDR Gold MiniShares Trust GLDM Stock Holding History

XY Planning Network’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	$1.24M	Buy	15,054 +1,871	+14%	+$158K	0.13%	137
2026 Q2	$1.05M	Sell	13,183 -3,310	-20%	-$296K	0.13%	142
2026 Q1	$1.56M	Buy	16,493 +8,153	+98%	+$786K	0.25%	93
2025 Q4	$712K	Buy	8,340 +3,350	+67%	+$275K	0.12%	143
2025 Q3	$327K	Hold	4,990	–	–	0.11%	136
2025 Q2	$327K	Buy	+4,990	New	+$325K	0.11%	136

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

XY Planning Network's GLDM Position: Q3 2026 in Review

XY Planning Network increased its SPDR Gold MiniShares Trust (GLDM) stake by 14% in Q3 2026, buying an estimated $158K and bringing the position to 15,054 shares worth $1.24M. The position accounts for 0.13% of the portfolio, ranked #137.

XY Planning Network first reported a position in GLDM in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.56M in Q1 2026. 294 funds tracked by Wall St. Rank hold GLDM as of Q3 2026.

XY Planning Network held 15,054 shares of SPDR Gold MiniShares Trust worth $1.24M as of Q3 2026.
XY Planning Network bought 1,871 SPDR Gold MiniShares Trust shares in Q3 2026, an estimated $158K.
SPDR Gold MiniShares Trust made up 0.13% of XY Planning Network's portfolio in Q3 2026, its #137 holding.
XY Planning Network first reported a position in SPDR Gold MiniShares Trust in Q2 2025 and has held it in 6 quarters since.
XY Planning Network's SPDR Gold MiniShares Trust position peaked at $1.56M in Q1 2026.
294 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.