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Spdr Gold Minishares Trust shares owned by Holistic Planning

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

Historical chart of Holistic 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 Holistic 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 Holistic Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6M 21k 76.45
2025-06-30 $1.4M 22k 65.52
2025-03-31 $1.4M 22k 61.89
2024-12-31 $1.2M 23k 51.99
2024-09-30 $272k 5.2k 52.13

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Top funds holding Spdr Gold Minishares Trust

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

View all funds holding Spdr Gold Minishares Trust