AC
GLDM icon

Apella Capital’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Apella Capital’s Portfolio GLDM Stock Details GLDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.69M Sell
45,276
-2,393
-5% -$214K 0.05% 198
2026
Q1 		$4.58M Sell
47,669
-2,849
-6% -$275K 0.07% 168
2025
Q4 		$4.31M Sell
50,518
-2,718
-5% -$223K 0.09% 141
2025
Q3 		$4.54M Buy
53,236
+3,706
+7% +$254K 0.1% 126
2025
Q2 		$3.27M Buy
49,530
+29,352
+145% +$1.91M 0.09% 129
2025
Q1 		$1.24M Hold
20,178
– – 0.04% 171
2024
Q4 		$1.05M Buy
20,178
+2,865
+17% +$151K 0.04% 160
2024
Q3 		$912K Buy
17,313
+3,021
+21% +$148K 0.04% 155
2024
Q2 		$670K Buy
+14,292
New +$662K 0.03% 184

Other funds holding GLDM

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
CWA
Continuum Wealth Advisors Saratoga Springs, New York $296M AUM 24.77% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
LLI
LTS Liquid Investments Nassau $187M AUM
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Apella Capital's GLDM Position: Q2 2026 in Review

Apella Capital reduced its SPDR Gold MiniShares Trust (GLDM) stake by 5% in Q2 2026, selling an estimated $214K and leaving 45,276 shares worth $3.69M. The position accounts for 0.05% of the portfolio, ranked #198.

Apella Capital first reported a position in GLDM in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.58M in Q1 2026. 216 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

  • Apella Capital held 45,276 shares of SPDR Gold MiniShares Trust worth $3.69M as of Q2 2026.
  • Apella Capital sold 2,393 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $214K.
  • SPDR Gold MiniShares Trust made up 0.05% of Apella Capital's portfolio in Q2 2026, its #198 holding.
  • Apella Capital first reported a position in SPDR Gold MiniShares Trust in Q2 2024 and has held it in 9 quarters since.
  • Apella Capital's SPDR Gold MiniShares Trust position peaked at $4.58M in Q1 2026.
  • 216 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.