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Capital Planning Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Capital Planning Advisors’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 		$41M Sell
442,711
-90,529
-17% -$8.73M 5.93% 2
2025
Q4 		$45.5M Sell
533,240
-14,083
-3% -$1.16M 6.09% 2
2025
Q3 		$41.8M Sell
547,323
-2,947
-0.5% -$202K 5.75% 2
2025
Q2 		$36.1M Sell
550,270
-88,713
-14% -$5.77M 5.29% 4
2025
Q1 		$39.5M Sell
638,983
-10,187
-2% -$579K 6.1% 2
2024
Q4 		$33.8M Sell
649,170
-56,740
-8% -$2.99M 5.21% 4
2024
Q3 		$36.8M Buy
705,910
+79,056
+13% +$3.88M 5.56% 2
2024
Q2 		$28.9M Sell
626,854
-23,830
-4% -$1.1M 4.94% 5
2024
Q1 		$28.7M Buy
650,684
+30,727
+5% +$1.26M 5.03% 4
2023
Q4 		$25.4M Sell
619,957
-23,479
-4% -$921K 4.8% 5
2023
Q3 		$23.6M Sell
643,436
-16,942
-3% -$648K 4.92% 4
2023
Q2 		$25.2M Buy
660,378
+24,416
+4% +$958K 5.1% 3
2023
Q1 		$24.9M Buy
635,962
+100,716
+19% +$3.78M 5.29% 2
2022
Q4 		$19.4M Sell
535,246
-26,018
-5% -$894K 4.6% 5
2022
Q3 		$18.5M Sell
561,264
-189,669
-25% -$6.5M 4.97% 4
2022
Q2 		$26.9M Buy
750,933
+25,779
+4% +$959K 7.13% 1
2022
Q1 		$27.9M Buy
725,154
+28,814
+4% +$1.08M 5.97% 3
2021
Q4 		$25.3M Buy
696,340
+5,029
+0.7% +$180K 4.82% 3
2021
Q3 		$24.1M Buy
691,311
+7,109
+1% +$253K 5.01% 3
2021
Q2 		$24.1M Buy
684,202
+26,369
+4% +$952K 4.94% 3
2021
Q1 		$22.4M Buy
657,833
+30,044
+5% +$1.07M 5.01% 3
2020
Q4 		$23.8M Buy
627,789
+20,720
+3% +$775K 5.84% 3
2020
Q3 		$22.8M Buy
607,069
+28,728
+5% +$1.1M 6.26% 2
2020
Q2 		$20.5M Buy
578,341
+56,559
+11% +$1.93M 6.12% 2
2020
Q1 		$16.4M Sell
521,782
-5,121
-1% -$162K 6.12% 2
2019
Q4 		$16M Sell
526,903
-9,000
-2% -$266K 4.17% 2
2019
Q3 		$15.8M Buy
535,903
+22,531
+4% +$663K 4.59% 2
2019
Q2 		$14.5M Buy
513,372
+55,418
+12% +$1.45M 4.25% 5
2019
Q1 		$11.8M Buy
+457,954
New +$11.9M 3.61% 6

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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Capital Planning Advisors's GLDM Position: Q1 2026 in Review

Capital Planning Advisors reduced its SPDR Gold MiniShares Trust (GLDM) stake by 17% in Q1 2026, selling an estimated $8.73M and leaving 442,711 shares worth $41M. The position accounts for 5.93% of the portfolio, ranked #2.

Capital Planning Advisors first reported a position in GLDM in Q1 2019 and has held it in 29 quarters since. The position peaked at $45.5M in Q4 2025. 910 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

  • Capital Planning Advisors held 442,711 shares of SPDR Gold MiniShares Trust worth $41M as of Q1 2026.
  • Capital Planning Advisors sold 90,529 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $8.73M.
  • SPDR Gold MiniShares Trust made up 5.93% of Capital Planning Advisors's portfolio in Q1 2026, its #2 holding.
  • Capital Planning Advisors first reported a position in SPDR Gold MiniShares Trust in Q1 2019 and has held it in 29 quarters since.
  • Capital Planning Advisors's SPDR Gold MiniShares Trust position peaked at $45.5M in Q4 2025.
  • 910 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Capital Planning Advisors's 13F filing for Q1 2026, filed 14 May 2026.