CA
GLDM icon

CoreCap Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

CoreCap Advisors’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 		$17.1M Buy
214,694
+466
+0.2% +$41.6K 0.5% 34
2026
Q1 		$19.9M Buy
214,228
+1,633
+0.8% +$158K 0.68% 23
2025
Q4 		$18.1M Buy
212,595
+3,707
+2% +$305K 0.63% 21
2025
Q3 		$16M Buy
208,888
+1,379
+0.7% +$94.5K 0.58% 25
2025
Q2 		$13.6M Buy
207,509
+4,884
+2% +$318K 0.55% 28
2025
Q1 		$12.5M Buy
202,625
+16,994
+9% +$965K 0.55% 32
2024
Q4 		$9.65M Buy
185,631
+4,965
+3% +$262K 0.44% 36
2024
Q3 		$9.42M Buy
+180,666
New +$8.87M 0.44% 36
2024
Q2 		– Sell
-180,103
Closed -$7.93M – 1995
2024
Q1 		$7.93M Buy
180,103
+9,656
+6% +$397K 0.42% 35
2023
Q4 		$6.97M Buy
170,447
+2,829
+2% +$111K 0.45% 44
2023
Q3 		$6.14M Buy
167,618
+6,438
+4% +$246K 0.44% 48
2023
Q2 		$6.14M Buy
+161,180
New +$6.33M 0.44% 45
2022
Q4 		$5.95M Sell
164,380
-24,485
-13% -$841K 0.42% 44
2022
Q3 		$6.23M Buy
188,865
+7,271
+4% +$249K 0.52% 42
2022
Q2 		$6.52M Buy
181,594
+20,919
+13% +$778K 0.51% 42
2022
Q1 		$6.18M Buy
160,675
+23,467
+17% +$876K 0.43% 52
2021
Q4 		$4.99M Buy
+137,208
New +$4.9M 0.33% 56

Other funds holding GLDM

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
LG
LAM Group Lake Oswego, Oregon $201M AUM 22.35% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $873M AUM 16.23% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
SERBOO
School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return