Compass Financial Services
GLDM icon

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

Compass Financial 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 		– Sell
-2,214
Closed -$205K – 58
2026
Q1 		$205K Buy
2,214
+1,829
+475% +$176K 0.09% 56
2025
Q4 		$32.9K Sell
385
-7,555
-95% -$621K 0.01% 127
2025
Q3 		$607K Buy
7,940
+5,693
+253% +$390K 0.27% 31
2025
Q2 		$147K Sell
2,247
-5,883
-72% -$383K 0.07% 55
2025
Q1 		$503K Buy
8,130
+1,302
+19% +$73.9K 0.26% 26
2024
Q4 		$355K Buy
+6,828
New +$360K 0.2% 30

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

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

Compass Financial Services sold out of SPDR Gold MiniShares Trust (GLDM) in Q2 2026, closing a stake of 2,214 shares — an estimated $205K sold.

Compass Financial Services first reported a position in GLDM in Q4 2024 and held it in 6 quarters. The position peaked at $607K in Q3 2025. 922 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

  • Compass Financial Services reported no remaining SPDR Gold MiniShares Trust position as of Q2 2026 after selling out during the quarter.
  • Compass Financial Services sold 2,214 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $205K.
  • Compass Financial Services first reported a position in SPDR Gold MiniShares Trust in Q4 2024 and held it in 6 quarters.
  • Compass Financial Services's SPDR Gold MiniShares Trust position peaked at $607K in Q3 2025.
  • 922 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Compass Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.