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Spdr Gold Minishares Trust shares owned by UMA Financial Services

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

Historical chart of UMA Financial Services investment in Spdr Gold Minishares Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Spdr Gold Minishares Trust by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.4M 96k 76.45
2025-06-30 $3.9M 59k 65.52
2025-03-31 $5.1M 83k 61.89
2024-12-31 $2.1M 40k 51.99

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Core Msci Emkt (IEMG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for UMA Financial Services

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