Copia Wealth Management’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Copia Wealth Management’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	$1.36M	Buy	17,155 +1,180	+7%	+$105K	0.82%	35
2026 Q1	$1.48M	Sell	15,975 -86	-0.5%	-$8.29K	1.02%	29
2025 Q4	$1.37M	Buy	16,061 +1,134	+8%	+$93.2K	0.98%	27
2025 Q3	$1.14M	Buy	14,927 +17	+0.1%	+$1.17K	0.85%	32
2025 Q2	$977K	Sell	14,910 -1,640	-10%	-$107K	0.82%	34
2025 Q1	$1.02M	Buy	16,550 +80	+0.5%	+$4.54K	0.95%	30
2024 Q4	$856K	Buy	+16,470	New	+$868K	0.81%	32

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

Copia Wealth Management's GLDM Position: Q2 2026 in Review

Copia Wealth Management increased its SPDR Gold MiniShares Trust (GLDM) stake by 7.4% in Q2 2026, buying an estimated $105K and bringing the position to 17,155 shares worth $1.36M. The position accounts for 0.82% of the portfolio, ranked #35.

Copia Wealth Management first reported a position in GLDM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.48M in Q1 2026. 913 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Copia Wealth Management held 17,155 shares of SPDR Gold MiniShares Trust worth $1.36M as of Q2 2026.
Copia Wealth Management bought 1,180 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $105K.
SPDR Gold MiniShares Trust made up 0.82% of Copia Wealth Management's portfolio in Q2 2026, its #35 holding.
Copia Wealth Management first reported a position in SPDR Gold MiniShares Trust in Q4 2024 and has held it in 7 quarters since.
Copia Wealth Management's SPDR Gold MiniShares Trust position peaked at $1.48M in Q1 2026.
913 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.