Compass Financial Management’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Compass Financial Management’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	$52.6K	Buy	+655	New	+$58.5K	0.01%	679

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

APSPRSPT

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return

Compass Financial Management's GLDM Position: Q2 2026 in Review

Compass Financial Management opened a new position in SPDR Gold MiniShares Trust (GLDM) in Q2 2026: 655 shares worth $52.6K. The stake represents 0.01% of the portfolio and ranks #679 among its holdings.

870 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Compass Financial Management held 655 shares of SPDR Gold MiniShares Trust worth $52.6K as of Q2 2026.
SPDR Gold MiniShares Trust was a new Compass Financial Management position in Q2 2026.
SPDR Gold MiniShares Trust made up 0.01% of Compass Financial Management's portfolio in Q2 2026, its #679 holding.
870 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.