Capital Squared Financial
GLDM icon

Capital Squared Financial’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Capital Squared Financial’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 		– Sell
-2,655
Closed -$246K – 88
2026
Q1 		$246K Sell
2,655
-220
-8% -$21.2K 0.19% 76
2025
Q4 		$245K Sell
2,875
-75
-3% -$6.16K 0.19% 76
2025
Q3 		$226K Sell
2,950
-234
-7% -$16K 0.2% 73
2025
Q2 		$209K Buy
+3,184
New +$207K 0.24% 62

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
SBI Okasan Asset Management
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
MAI Capital Management
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 $3.38T AUM 44.17% 1-Year Est. Return
Resona Asset Management
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 Squared Financial's GLDM Position: Q2 2026 in Review

Capital Squared Financial sold out of SPDR Gold MiniShares Trust (GLDM) in Q2 2026, closing a stake of 2,655 shares — an estimated $246K sold.

Capital Squared Financial first reported a position in GLDM in Q2 2025 and held it in 4 quarters. The position peaked at $246K in Q1 2026. 922 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

  • Capital Squared Financial reported no remaining SPDR Gold MiniShares Trust position as of Q2 2026 after selling out during the quarter.
  • Capital Squared Financial sold 2,655 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $246K.
  • Capital Squared Financial first reported a position in SPDR Gold MiniShares Trust in Q2 2025 and held it in 4 quarters.
  • Capital Squared Financial's SPDR Gold MiniShares Trust position peaked at $246K in Q1 2026.
  • 922 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Capital Squared Financial's 13F filing for Q2 2026, filed 22 Jul 2026.