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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

RAM

Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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. 916 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.
916 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.