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Compass Ion Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Compass Ion Advisors’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 		$6.12M Buy
66,033
+5,498
+9% +$530K 0.58% 24
2025
Q4 		$5.17M Buy
60,535
+4,435
+8% +$365K 0.49% 31
2025
Q3 		$4.29M Buy
56,100
+5,224
+10% +$358K 0.41% 35
2025
Q2 		$3.33M Buy
50,876
+9,221
+22% +$600K 0.36% 35
2025
Q1 		$2.58M Buy
41,655
+8,562
+26% +$486K 0.3% 41
2024
Q4 		$1.72M Buy
33,093
+4,016
+14% +$212K 0.2% 66
2024
Q3 		$1.52M Buy
+29,077
New +$1.43M 0.19% 69
2022
Q4 		– Sell
-188,033
Closed -$6.2M – 76
2022
Q3 		$6.2M Buy
188,033
+5,806
+3% +$199K 1.72% 11
2022
Q2 		$6.54M Sell
182,227
-562
-0.3% -$20.9K 1.89% 10
2022
Q1 		$7.03M Buy
182,789
+14,860
+9% +$555K 2.18% 11
2021
Q4 		$6.11M Sell
167,929
-27,262
-14% -$974K 1.96% 12
2021
Q3 		$6.82M Buy
195,191
+2,125
+1% +$75.6K 2.45% 11
2021
Q2 		$6.8M Buy
+193,066
New +$6.97M 2.64% 11

Other funds holding GLDM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.42B AUM 23.85% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
State Street
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
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return