CFS Investment Advisory Services’s SPDR Gold MiniShares Trust GLDM Stock Holding History

CFS Investment Advisory Services’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	$4.19M	Sell	51,434 -5,086	-9%	-$454K	0.28%	72
2026 Q1	$5.43M	Sell	56,520 -104,170	-65%	-$10M	0.37%	65
2025 Q4	$13.7M	Sell	160,690 -6,988	-4%	-$574K	1%	30
2025 Q3	$13.6M	Buy	167,678 +47,344	+39%	+$3.24M	1.01%	28
2025 Q2	$7.88M	Sell	120,334 -25,044	-17%	-$1.63M	0.65%	37
2025 Q1	$9M	Buy	145,378 +76,460	+111%	+$4.34M	0.8%	30
2024 Q4	$3.58M	Buy	+68,918	New	+$3.63M	0.32%	67

Other funds holding GLDM

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

CFS Investment Advisory Services's GLDM Position: Q2 2026 in Review

CFS Investment Advisory Services reduced its SPDR Gold MiniShares Trust (GLDM) stake by 9% in Q2 2026, selling an estimated $454K and leaving 51,434 shares worth $4.19M. The position accounts for 0.28% of the portfolio, ranked #72.

CFS Investment Advisory Services first reported a position in GLDM in Q4 2024 and has held it in 7 quarters since. The position peaked at $13.7M in Q4 2025. 251 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

CFS Investment Advisory Services held 51,434 shares of SPDR Gold MiniShares Trust worth $4.19M as of Q2 2026.
CFS Investment Advisory Services sold 5,086 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $454K.
SPDR Gold MiniShares Trust made up 0.28% of CFS Investment Advisory Services's portfolio in Q2 2026, its #72 holding.
CFS Investment Advisory Services first reported a position in SPDR Gold MiniShares Trust in Q4 2024 and has held it in 7 quarters since.
CFS Investment Advisory Services's SPDR Gold MiniShares Trust position peaked at $13.7M in Q4 2025.
251 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.