Cedar Point Capital Partners’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Cedar Point Capital Partners’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	$5.66M	Sell	61,096 -10,720	-15%	-$1.03M	3.68%	10
2025 Q4	$6.13M	Sell	71,816 -9,198	-11%	-$756K	3.91%	10
2025 Q3	$6.19M	Buy	81,014 +650	+0.8%	+$44.5K	4.06%	9
2025 Q2	$5.27M	Sell	80,364 -23,376	-23%	-$1.52M	3.71%	10
2025 Q1	$6.42M	Sell	103,740 -1,503	-1%	-$85.4K	4.31%	10
2024 Q4	$5.47M	Buy	105,243 +7,664	+8%	+$404K	3.7%	11
2024 Q3	$5.09M	Buy	+97,579	New	+$4.79M	3.49%	11

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

Cedar Point Capital Partners's GLDM Position: Q1 2026 in Review

Cedar Point Capital Partners reduced its SPDR Gold MiniShares Trust (GLDM) stake by 15% in Q1 2026, selling an estimated $1.03M and leaving 61,096 shares worth $5.66M. The position accounts for 3.68% of the portfolio, ranked #10.

Cedar Point Capital Partners first reported a position in GLDM in Q3 2024 and has held it in 7 quarters since. The position peaked at $6.42M in Q1 2025. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

Cedar Point Capital Partners held 61,096 shares of SPDR Gold MiniShares Trust worth $5.66M as of Q1 2026.
Cedar Point Capital Partners sold 10,720 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $1.03M.
SPDR Gold MiniShares Trust made up 3.68% of Cedar Point Capital Partners's portfolio in Q1 2026, its #10 holding.
Cedar Point Capital Partners first reported a position in SPDR Gold MiniShares Trust in Q3 2024 and has held it in 7 quarters since.
Cedar Point Capital Partners's SPDR Gold MiniShares Trust position peaked at $6.42M in Q1 2025.
905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Cedar Point Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.