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Compass Wealth Management (Georgia)’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Compass Wealth Management (Georgia)’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 		$6.13M Buy
77,151
+4,914
+7% +$439K 2.44% 14
2026
Q1 		$6.7M Buy
72,237
+6,215
+9% +$599K 2.86% 12
2025
Q4 		$5.64M Buy
66,022
+4,243
+7% +$349K 2.32% 13
2025
Q3 		$4.72M Buy
61,779
+2,814
+5% +$193K 2.09% 17
2025
Q2 		$3.86M Buy
+58,965
New +$3.84M 2.07% 20

Other funds holding GLDM

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
CWA
Continuum Wealth Advisors Saratoga Springs, New York $296M AUM 24.77% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
LLI
LTS Liquid Investments Nassau $187M AUM
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Compass Wealth Management (Georgia)'s GLDM Position: Q2 2026 in Review

Compass Wealth Management (Georgia) increased its SPDR Gold MiniShares Trust (GLDM) stake by 6.8% in Q2 2026, buying an estimated $439K and bringing the position to 77,151 shares worth $6.13M. The position accounts for 2.44% of the portfolio, ranked #14.

Compass Wealth Management (Georgia) first reported a position in GLDM in Q2 2025 and has held it in 5 quarters since. The position peaked at $6.7M in Q1 2026. 216 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

  • Compass Wealth Management (Georgia) held 77,151 shares of SPDR Gold MiniShares Trust worth $6.13M as of Q2 2026.
  • Compass Wealth Management (Georgia) bought 4,914 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $439K.
  • SPDR Gold MiniShares Trust made up 2.44% of Compass Wealth Management (Georgia)'s portfolio in Q2 2026, its #14 holding.
  • Compass Wealth Management (Georgia) first reported a position in SPDR Gold MiniShares Trust in Q2 2025 and has held it in 5 quarters since.
  • Compass Wealth Management (Georgia)'s SPDR Gold MiniShares Trust position peaked at $6.7M in Q1 2026.
  • 216 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Compass Wealth Management (Georgia)'s 13F filing for Q2 2026, filed 21 Jul 2026.