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Spdr Gold Minishares Trust shares owned by Vertex Planning Partners

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

Historical chart of Vertex Planning Partners investment in Spdr Gold Minishares Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Spdr Gold Minishares Trust by Vertex Planning Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.4M 44k 76.45
2025-06-30 $1.5M 23k 65.52
2025-03-31 $1.9M 31k 61.89
2024-12-31 $802k 15k 51.99

More positions owned by Vertex Planning Partners

Spdr Series Trust Portfolio S&p500 (SPLG)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Wisdomtree Tr Floatng Rat Trea (USFR)
Apple (AAPL)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Blackrock Etf Trust Ishares Intl Div (BIDD)
J P Morgan Exchange Traded F U S Tech Leaders (JTEK)
Ishares Tr TRS FLT RT BD (TFLO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Hdg Msci Eafe (HEFA)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)

View all positions for Vertex Planning Partners

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