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 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 $3.37T 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

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. 916 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.
916 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.