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 Q2	$7.06M	Sell	88,903 -76,000	-46%	-$6.79M	4.27%	7
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 $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

Copley Financial Group's GLDM Position: Q2 2026 in Review

Copley Financial Group reduced its SPDR Gold MiniShares Trust (GLDM) stake by 46% in Q2 2026, selling an estimated $6.79M and leaving 88,903 shares worth $7.06M. The position accounts for 4.27% of the portfolio, ranked #7.

Copley Financial Group first reported a position in GLDM in Q3 2024 and has held it in 8 quarters since. The position peaked at $15.3M in Q1 2026. 915 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Copley Financial Group held 88,903 shares of SPDR Gold MiniShares Trust worth $7.06M as of Q2 2026.
Copley Financial Group sold 76,000 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $6.79M.
SPDR Gold MiniShares Trust made up 4.27% of Copley Financial Group's portfolio in Q2 2026, its #7 holding.
Copley Financial Group first reported a position in SPDR Gold MiniShares Trust in Q3 2024 and has held it in 8 quarters since.
Copley Financial Group's SPDR Gold MiniShares Trust position peaked at $15.3M in Q1 2026.
915 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Copley Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.