John Boyer, Inc. GLDM — SPDR Gold MiniShares

Ownership history in John Boyer, Inc.  ·  1 quarter on record

AI Ownership Summary

John Boyer, Inc. reported SPDR Gold MiniShares (GLDM) in 1 quarterly 13F filing from 2026 Q3 through 2026 Q3. Peak portfolio weight reached 6.65% in 2026 Q3. The latest visible filing shows GLDM at 6.65% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this GLDM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was John Boyer, Inc.'s position in SPDR Gold MiniShares, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

GLDM was reported at 6.65% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.65% in 2026 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q3 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

GLDM stock page John Boyer, Inc. fund profile John Boyer, Inc. full holdings
How John Boyer, Inc. held GLDM — position size vs. price
% of Fund (quarterly)    GLDM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 1 quarter  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 INITIATED — — — 102,290 — — 6.65% $8.4M 2026-10-27 $80.24

🏢 Other funds also holding GLDM

As of 2026 Q3 — sorted by position size

SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO 28.78% Verde Servicos Internacionais S.A. 3Y 7Y 16.66% Summitas Investment Management LLC 12.89% STAPP WEALTH MANAGEMENT, PLLC 3Y 7.92% NavPoint Financial, Inc. 7.45% LTS Liquid Investments LLC 7.0% LAM GROUP, INC. 3Y 5.57% SAGE PRIVATE WEALTH GROUP, LLC 3Y 5.19% Cassaday & Co Wealth Management LLC 3Y 4.81% Aureum Wealth Management, LLC 3.82%

FAQ About John Boyer, Inc. and GLDM

These are the practical questions this page is built to answer before you even open the full history table.

How long has John Boyer, Inc. reported owning GLDM?

John Boyer, Inc. reported GLDM across 1 quarterly 13F filings, from 2026 Q3 through 2026 Q3.

What was the largest reported GLDM position in John Boyer, Inc.'s portfolio?

The largest reported portfolio weight for GLDM was 6.65% in 2026 Q3.

What is the latest reported GLDM position on this page?

The most recent filing on this page is 2026 Q3, when John Boyer, Inc. reported 102,290 shares, equal to 6.65% of portfolio, with an estimated market value of $8.4M.

What does the chart on this GLDM ownership page compare?

The chart compares John Boyer, Inc.'s quarterly GLDM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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