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 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 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

Compass Financial Services's GLDM Position: Q1 2026 in Review

Compass Financial Services increased its SPDR Gold MiniShares Trust (GLDM) stake by 475% in Q1 2026, buying an estimated $176K and bringing the position to 2,214 shares worth $205K. The position accounts for 0.09% of the portfolio, ranked #56.

Compass Financial Services first reported a position in GLDM in Q4 2024 and has held it in 6 quarters since. The position peaked at $607K in Q3 2025. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

Compass Financial Services held 2,214 shares of SPDR Gold MiniShares Trust worth $205K as of Q1 2026.
Compass Financial Services bought 1,829 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $176K.
SPDR Gold MiniShares Trust made up 0.09% of Compass Financial Services's portfolio in Q1 2026, its #56 holding.
Compass Financial Services first reported a position in SPDR Gold MiniShares Trust in Q4 2024 and has held it in 6 quarters since.
Compass Financial Services's SPDR Gold MiniShares Trust position peaked at $607K in Q3 2025.
905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Compass Financial Services's 13F filing for Q1 2026, filed 1 May 2026.