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Capital Analysts LLC’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Capital Analysts LLC’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 		$1.37M Buy
17,289
+1,359
+9% +$121K 0.03% 319
2026
Q1 		$1.48M Buy
15,930
+761
+5% +$73.4K 0.04% 281
2025
Q4 		$1.29M Buy
15,169
+336
+2% +$27.6K 0.04% 284
2025
Q3 		$1.13M Buy
14,833
+2,855
+24% +$196K 0.03% 295
2025
Q2 		$785K Sell
11,978
-15
-0.1% -$976 0.03% 317
2025
Q1 		$742K Buy
11,993
+4,782
+66% +$272K 0.03% 305
2024
Q4 		$375K Sell
7,211
-2,548
-26% -$134K 0.02% 374
2024
Q3 		$509K Sell
9,759
-245
-2% -$12K 0.02% 322
2024
Q2 		$461K Sell
10,004
-116
-1% -$5.38K 0.02% 341
2024
Q1 		$446K Buy
10,120
+254
+3% +$10.4K 0.02% 328
2023
Q4 		$404K Buy
9,866
+2,484
+34% +$97.4K 0.02% 341
2023
Q3 		$271K Buy
7,382
+395
+6% +$15.1K 0.02% 361
2023
Q2 		$266K Sell
6,987
-950
-12% -$37.3K 0.01% 349
2023
Q1 		$311K Buy
7,937
+382
+5% +$14.3K 0.02% 337
2022
Q4 		$273K Buy
7,555
+1,473
+24% +$50.6K 0.02% 365
2022
Q3 		$201K Buy
6,082
+62
+1% +$2.13K 0.01% 352
2022
Q2 		$216K Buy
6,020
+32
+0.5% +$1.19K 0.02% 336
2022
Q1 		$231K Sell
5,988
-1,676
-22% -$62.6K 0.01% 328
2021
Q4 		$278K Buy
7,664
+1,023
+15% +$36.5K 0.02% 313
2021
Q3 		$232K Sell
6,641
-1,079
-14% -$38.4K 0.02% 322
2021
Q2 		$272K Sell
7,720
-2,185
-22% -$78.9K 0.02% 310
2021
Q1 		$337K Sell
9,905
-1,140,920
-99% -$40.7M 0.02% 284
2020
Q4 		$43.6M Buy
1,150,825
+8,676
+0.8% +$324K 3.83% 6
2020
Q3 		$42.9M Buy
1,142,149
+15,502
+1% +$591K 4.08% 5
2020
Q2 		$40M Buy
+1,126,647
New +$38.5M 4.2% 5

Other funds holding GLDM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
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
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
State Street
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Capital Analysts LLC's GLDM Position: Q2 2026 in Review

Capital Analysts LLC increased its SPDR Gold MiniShares Trust (GLDM) stake by 8.5% in Q2 2026, buying an estimated $121K and bringing the position to 17,289 shares worth $1.37M. The position accounts for 0.03% of the portfolio, ranked #319.

Capital Analysts LLC first reported a position in GLDM in Q2 2020 and has held it in 25 quarters since. The position peaked at $43.6M in Q4 2020. 913 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

  • Capital Analysts LLC held 17,289 shares of SPDR Gold MiniShares Trust worth $1.37M as of Q2 2026.
  • Capital Analysts LLC bought 1,359 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $121K.
  • SPDR Gold MiniShares Trust made up 0.03% of Capital Analysts LLC's portfolio in Q2 2026, its #319 holding.
  • Capital Analysts LLC first reported a position in SPDR Gold MiniShares Trust in Q2 2020 and has held it in 25 quarters since.
  • Capital Analysts LLC's SPDR Gold MiniShares Trust position peaked at $43.6M in Q4 2020.
  • 913 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.