Copley Financial Group’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Copley Financial Group’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	$15.3M	Buy	164,903 +59,293	+56%	+$5.72M	9.22%	1
2025 Q4	$9.02M	Sell	105,610 -2,953	-3%	-$243K	5.58%	6
2025 Q3	$8.3M	Sell	108,563 -9,970	-8%	-$683K	5.68%	6
2025 Q2	$7.77M	Sell	118,533 -3,984	-3%	-$259K	5.76%	4
2025 Q1	$7.58M	Sell	122,517 -1,505	-1%	-$85.5K	5.8%	4
2024 Q4	$6.45M	Sell	124,022 -14,663	-11%	-$773K	4.94%	5
2024 Q3	$7.23M	Buy	+138,685	New	+$6.81M	6.57%	3

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

Copley Financial Group's GLDM Position: Q1 2026 in Review

Copley Financial Group increased its SPDR Gold MiniShares Trust (GLDM) stake by 56% in Q1 2026, buying an estimated $5.72M and bringing the position to 164,903 shares worth $15.3M. The position accounts for 9.22% of the portfolio, ranked #1.

Copley Financial Group first reported a position in GLDM in Q3 2024 and has held it in 7 quarters since. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

Copley Financial Group held 164,903 shares of SPDR Gold MiniShares Trust worth $15.3M as of Q1 2026.
Copley Financial Group bought 59,293 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $5.72M.
SPDR Gold MiniShares Trust made up 9.22% of Copley Financial Group's portfolio in Q1 2026, its #1 holding.
Copley Financial Group first reported a position in SPDR Gold MiniShares Trust in Q3 2024 and has held it in 7 quarters since.
905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Copley Financial Group's 13F filing for Q1 2026, filed 15 May 2026.