CAWM
GLDM icon

Capital A Wealth Management’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Capital A Wealth Management’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
2025
Q2 		$3.27K Sell
80
-36,344
-100% -$2.37M 0.04% 270
2025
Q1 		$2.25M Buy
36,424
+34,004
+1,405% +$1.93M 2.36% 10
2024
Q4 		$126K Buy
+2,420
New +$128K 0.21% 93

Other funds holding GLDM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Capital A Wealth Management's GLDM Position: Q2 2025 in Review

Capital A Wealth Management reduced its SPDR Gold MiniShares Trust (GLDM) stake by 100% in Q2 2025, selling an estimated $2.37M and leaving 80 shares worth $3.27K. The position accounts for 0.04% of the portfolio, ranked #270.

Capital A Wealth Management first reported a position in GLDM in Q4 2024 and has held it in 3 quarters since. The position peaked at $2.25M in Q1 2025. 701 funds tracked by Wall St. Rank hold GLDM as of Q2 2025.

  • Capital A Wealth Management held 80 shares of SPDR Gold MiniShares Trust worth $3.27K as of Q2 2025.
  • Capital A Wealth Management sold 36,344 SPDR Gold MiniShares Trust shares in Q2 2025, an estimated $2.37M.
  • SPDR Gold MiniShares Trust made up 0.04% of Capital A Wealth Management's portfolio in Q2 2025, its #270 holding.
  • Capital A Wealth Management first reported a position in SPDR Gold MiniShares Trust in Q4 2024 and has held it in 3 quarters since.
  • Capital A Wealth Management's SPDR Gold MiniShares Trust position peaked at $2.25M in Q1 2025.
  • 701 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.