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Spdr Gold Minishares Trust shares owned by Mark Sheptoff Financial Planning

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

Historical chart of Mark Sheptoff 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 Mark Sheptoff 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 Mark Sheptoff Financial Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $27k 294 90.28
2025-12-31 $25k 294 85.51
2025-09-30 $23k 294 76.58

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View all positions for Mark Sheptoff Financial Planning

Top funds holding Spdr Gold Minishares Trust

Sumitomo Mitsui Trust Holdings
Wells Fargo & Company
Morgan Stanley
Evoke Wealth
Bank of America Corporation
Empower Advisory Group
Cassaday & Co Wealth Management
Resona Asset Management
UBS Group
State Street Corporation
LPL Financial
Ameriprise Financial
Evergreen Quality Fund GP
Signature Estate and Investment Advisors
SBI Okasan Asset Management

View all funds holding Spdr Gold Minishares Trust