Certified Advisory Corp’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Certified Advisory Corp’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	$2.07M	Buy	26,079 +1,224	+5%	+$109K	0.17%	121
2026 Q1	$2.3M	Buy	24,855 +644	+3%	+$62.1K	0.21%	111
2025 Q4	$2.07M	Buy	+24,211	New	+$1.99M	0.19%	120

Other funds holding GLDM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

RAM

Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Certified Advisory Corp's GLDM Position: Q2 2026 in Review

Certified Advisory Corp increased its SPDR Gold MiniShares Trust (GLDM) stake by 4.9% in Q2 2026, buying an estimated $109K and bringing the position to 26,079 shares worth $2.07M. The position accounts for 0.17% of the portfolio, ranked #121.

Certified Advisory Corp first reported a position in GLDM in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.3M in Q1 2026. 920 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Certified Advisory Corp held 26,079 shares of SPDR Gold MiniShares Trust worth $2.07M as of Q2 2026.
Certified Advisory Corp bought 1,224 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $109K.
SPDR Gold MiniShares Trust made up 0.17% of Certified Advisory Corp's portfolio in Q2 2026, its #121 holding.
Certified Advisory Corp first reported a position in SPDR Gold MiniShares Trust in Q4 2025 and has held it in 3 quarters since.
Certified Advisory Corp's SPDR Gold MiniShares Trust position peaked at $2.3M in Q1 2026.
920 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.