Capital Management Associates Inc’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Capital Management Associates Inc’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 Q1	$1.35M	Sell	14,533 -714	-5%	-$68.9K	0.3%	51
2025 Q4	$1.3M	Buy	15,247 +592	+4%	+$48.7K	0.29%	54
2025 Q3	$1.12M	Sell	14,655 -269	-2%	-$18.4K	0.3%	51
2025 Q2	$978K	Sell	14,924 -14,526	-49%	-$945K	0.31%	48
2025 Q1	$1.82M	Buy	29,450 +15,175	+106%	+$862K	0.41%	33
2024 Q4	$742K	Buy	14,275 +4,696	+49%	+$248K	0.28%	47
2024 Q3	$499K	Buy	+9,579	New	+$470K	0.2%	61

Other funds holding GLDM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

RAM

Resona Asset Management Koto-Ku,tokyo, Japan $20.1B AUM 26.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Capital Management Associates Inc's GLDM Position: Q1 2026 in Review

Capital Management Associates Inc reduced its SPDR Gold MiniShares Trust (GLDM) stake by 4.7% in Q1 2026, selling an estimated $68.9K and leaving 14,533 shares worth $1.35M. The position accounts for 0.3% of the portfolio, ranked #51.

Capital Management Associates Inc first reported a position in GLDM in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.82M in Q1 2025. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

Capital Management Associates Inc held 14,533 shares of SPDR Gold MiniShares Trust worth $1.35M as of Q1 2026.
Capital Management Associates Inc sold 714 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $68.9K.
SPDR Gold MiniShares Trust made up 0.3% of Capital Management Associates Inc's portfolio in Q1 2026, its #51 holding.
Capital Management Associates Inc first reported a position in SPDR Gold MiniShares Trust in Q3 2024 and has held it in 7 quarters since.
Capital Management Associates Inc's SPDR Gold MiniShares Trust position peaked at $1.82M in Q1 2025.
905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Capital Management Associates Inc's 13F filing for Q1 2026, filed 23 Apr 2026.