Cape Investment Advisory’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Cape Investment Advisory’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	$12.9K	Buy	+163	New	+$14.6K	﹤0.01%	804
2026 Q1	–	Sell	-268	Closed	-$22.9K	–	588
2025 Q4	$22.9K	Buy	268 +60	+29%	+$4.93K	0.01%	580
2025 Q3	$15.9K	Buy	208 +40	+24%	+$2.74K	0.02%	344
2025 Q2	$11K	Buy	168 +68	+68%	+$4.42K	﹤0.01%	620
2025 Q1	$6.19K	Buy	+100	New	+$5.68K	﹤0.01%	702
2023 Q4	–	Sell	-72	Closed	-$2.64K	–	1172
2023 Q3	$2.64K	Buy	+72	New	+$2.75K	﹤0.01%	766

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

Cape Investment Advisory's GLDM Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in SPDR Gold MiniShares Trust (GLDM) in Q2 2026: 163 shares worth $12.9K. The stake represents ﹤0.01% of the portfolio and ranks #804 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in GLDM as recently as Q4 2025.

Cape Investment Advisory first reported a position in GLDM in Q3 2023 and has held it in 6 quarters since. The position peaked at $22.9K in Q4 2025. 910 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Cape Investment Advisory held 163 shares of SPDR Gold MiniShares Trust worth $12.9K as of Q2 2026.
SPDR Gold MiniShares Trust was a new Cape Investment Advisory position in Q2 2026.
SPDR Gold MiniShares Trust made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #804 holding.
Cape Investment Advisory first reported a position in SPDR Gold MiniShares Trust in Q3 2023 and has held it in 6 quarters since.
Cape Investment Advisory's SPDR Gold MiniShares Trust position peaked at $22.9K in Q4 2025.
910 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.