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Spdr Gold Minishares Trust shares owned by Forbes Financial Planning

Quarter-by-quarter ownership of Spdr Gold Minishares Trust (GLDM) shares owned by Forbes Financial Planning from 13F filings

Historical chart of Forbes Financial Planning investment in Spdr Gold Minishares Trust

Tip: Access up to 7 years of quarterly data

All positions including Spdr Gold Minishares Trust held by Forbes Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Gold Minishares Trust by Forbes Financial Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.3M 50k 85.39
2023-06-30 $2.5M 67k 38.09
2023-03-31 $2.6M 65k 39.11

More positions owned by Forbes Financial Planning

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Fidelity Covington Trust Enhanced Intl (FENI)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Spdr Series Trust State Street Spd (SPIB)
Apple (AAPL)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Vanguard Index Fds Total Stk Mkt (VTI)
World Gold Tr Spdr Gld Minis (GLDM)

View all positions for Forbes Financial Planning

Top funds holding Spdr Gold Minishares Trust

Sumitomo Mitsui Trust Holdings
Evoke Wealth
Empower Advisory Group
Wells Fargo & Company
Cassaday & Co Wealth Management
UBS Group
LPL Financial
State Street Corporation
3EDGE Asset Management
Ameriprise Financial
Diam
Principal Financial Group
Evergreen Quality Fund GP
Advisor Group Holdings
Stifel Financial

View all funds holding Spdr Gold Minishares Trust