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 Q3	$3.64M	Sell	44,844 -432	-1%	-$36.4K	0.05%	217
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 DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

School Employees Retirement Board of Ohio Columbus, Ohio $339M AUM 6.37% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Apella Capital's GLDM Position: Q3 2026 in Review

Apella Capital reduced its SPDR Gold MiniShares Trust (GLDM) stake by 0.95% in Q3 2026, selling an estimated $36.4K and leaving 44,844 shares worth $3.64M. The position accounts for 0.05% of the portfolio, ranked #217.

Apella Capital first reported a position in GLDM in Q2 2024 and has held it in 10 quarters since. The position peaked at $4.58M in Q1 2026. 294 funds tracked by Wall St. Rank hold GLDM as of Q3 2026.

Apella Capital held 44,844 shares of SPDR Gold MiniShares Trust worth $3.64M as of Q3 2026.
Apella Capital sold 432 SPDR Gold MiniShares Trust shares in Q3 2026, an estimated $36.4K.
SPDR Gold MiniShares Trust made up 0.05% of Apella Capital's portfolio in Q3 2026, its #217 holding.
Apella Capital first reported a position in SPDR Gold MiniShares Trust in Q2 2024 and has held it in 10 quarters since.
Apella Capital's SPDR Gold MiniShares Trust position peaked at $4.58M in Q1 2026.
294 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.