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

Capital Investment Advisory Services’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 		$377K Buy
4,743
+3
+0.1% +$268 0.02% 508
2026
Q1 		$439K Buy
4,740
+294
+7% +$28.4K 0.03% 424
2025
Q4 		$380K Sell
4,446
-267
-6% -$21.9K 0.03% 441
2025
Q3 		$360K Buy
+4,713
New +$323K 0.03% 436

Other funds holding GLDM

SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Capital Investment Advisory Services's GLDM Position: Q2 2026 in Review

Capital Investment Advisory Services increased its SPDR Gold MiniShares Trust (GLDM) stake by 0.06% in Q2 2026, buying an estimated $268 and bringing the position to 4,743 shares worth $377K. The position accounts for 0.02% of the portfolio, ranked #508.

Capital Investment Advisory Services first reported a position in GLDM in Q3 2025 and has held it in 4 quarters since. The position peaked at $439K in Q1 2026. 310 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

  • Capital Investment Advisory Services held 4,743 shares of SPDR Gold MiniShares Trust worth $377K as of Q2 2026.
  • Capital Investment Advisory Services bought 3 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $268.
  • SPDR Gold MiniShares Trust made up 0.02% of Capital Investment Advisory Services's portfolio in Q2 2026, its #508 holding.
  • Capital Investment Advisory Services first reported a position in SPDR Gold MiniShares Trust in Q3 2025 and has held it in 4 quarters since.
  • Capital Investment Advisory Services's SPDR Gold MiniShares Trust position peaked at $439K in Q1 2026.
  • 310 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

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