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Copperwynd Financial’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Copperwynd Financial’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
2025
Q2 		$2.95M Sell
45,065
-5,578
-11% -$363K 0.74% 31
2025
Q1 		$3.13M Sell
50,643
-1,933
-4% -$110K 0.86% 23
2024
Q4 		$2.73M Buy
52,576
+668
+1% +$35.2K 0.75% 27
2024
Q3 		$2.71M Buy
51,908
+1,138
+2% +$55.9K 0.81% 21
2024
Q2 		$2.47M Buy
50,770
+506
+1% +$23.4K 0.81% 21
2024
Q1 		$2.21M Buy
50,264
+6,094
+14% +$250K 0.8% 20
2023
Q4 		$1.81M Sell
44,170
-3,473
-7% -$136K 0.72% 25
2023
Q3 		$1.75M Buy
47,643
+3,693
+8% +$141K 0.82% 21
2023
Q2 		$1.67M Sell
43,950
-1,397
-3% -$54.8K 0.78% 29
2023
Q1 		$1.77M Buy
+45,347
New +$1.7M 0.91% 29
2022
Q2 		– Sell
-87,655
Closed -$3.37M – 126
2022
Q1 		$3.37M Buy
+87,655
New +$3.27M 1.4% 16
2021
Q3 		– Sell
-40,773
Closed -$1.44M – 119
2021
Q2 		$1.44M Buy
+40,773
New +$1.47M 0.61% 29
2020
Q4 		– Sell
-89,102
Closed -$3.35M – 123
2020
Q3 		$3.35M Buy
89,102
+49,491
+125% +$1.89M 1.78% 14
2020
Q2 		$1.41M Buy
+39,611
New +$1.35M 0.81% 21
2020
Q1 		– Sell
-61,108
Closed -$1.85M – 94
2019
Q4 		$1.85M Sell
61,108
-58,700
-49% -$1.74M 0.98% 25
2019
Q3 		$3.51M Sell
119,808
-215,265
-64% -$6.33M 1.99% 14
2019
Q2 		$9.44M Buy
+335,073
New +$8.76M 5.43% 2

Other funds holding GLDM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Copperwynd Financial's GLDM Position: Q2 2025 in Review

Copperwynd Financial reduced its SPDR Gold MiniShares Trust (GLDM) stake by 11% in Q2 2025, selling an estimated $363K and leaving 45,065 shares worth $2.95M. The position accounts for 0.74% of the portfolio, ranked #31.

Copperwynd Financial first reported a position in GLDM in Q2 2019 and has held it in 17 quarters since. The position peaked at $9.44M in Q2 2019. 701 funds tracked by Wall St. Rank hold GLDM as of Q2 2025.

  • Copperwynd Financial held 45,065 shares of SPDR Gold MiniShares Trust worth $2.95M as of Q2 2025.
  • Copperwynd Financial sold 5,578 SPDR Gold MiniShares Trust shares in Q2 2025, an estimated $363K.
  • SPDR Gold MiniShares Trust made up 0.74% of Copperwynd Financial's portfolio in Q2 2025, its #31 holding.
  • Copperwynd Financial first reported a position in SPDR Gold MiniShares Trust in Q2 2019 and has held it in 17 quarters since.
  • Copperwynd Financial's SPDR Gold MiniShares Trust position peaked at $9.44M in Q2 2019.
  • 701 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2025.

Based on Copperwynd Financial's 13F filing for Q2 2025, filed 24 Jul 2025.