CX Institutional’s SPDR Gold MiniShares Trust GLDM Stock Holding History

CX Institutional’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 Q3	$900K	Buy	10,956 +280	+3%	+$23.6K	0.02%	353
2026 Q2	$848K	Sell	10,676 -336	-3%	-$30K	0.02%	356
2026 Q1	$1.02M	Sell	11,012 -3,984	-27%	-$384K	0.03%	337
2025 Q4	$1.28M	Sell	14,996 -2,415	-14%	-$198K	0.04%	254
2025 Q3	$1.33M	Hold	17,411	–	–	0.04%	256
2025 Q2	$1.14M	Sell	17,411 -2,333	-12%	-$152K	0.04%	250
2025 Q1	$1.22M	Buy	+19,744	New	+$1.12M	0.05%	248
2022 Q4	–	Sell	-22,676	Closed	-$748K	–	525
2022 Q3	$748K	Sell	22,676 -30,902	-58%	-$1.06M	0.05%	302
2022 Q2	$1.92M	Buy	+53,578	New	+$1.99M	0.15%	175

Other funds holding GLDM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

School Employees Retirement Board of Ohio Columbus, Ohio $339M AUM 6.37% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

CX Institutional's GLDM Position: Q3 2026 in Review

CX Institutional increased its SPDR Gold MiniShares Trust (GLDM) stake by 2.6% in Q3 2026, buying an estimated $23.6K and bringing the position to 10,956 shares worth $900K. The position accounts for 0.02% of the portfolio, ranked #353.

CX Institutional first reported a position in GLDM in Q2 2022 and has held it in 9 quarters since. The position peaked at $1.92M in Q2 2022. 294 funds tracked by Wall St. Rank hold GLDM as of Q3 2026.

CX Institutional held 10,956 shares of SPDR Gold MiniShares Trust worth $900K as of Q3 2026.
CX Institutional bought 280 SPDR Gold MiniShares Trust shares in Q3 2026, an estimated $23.6K.
SPDR Gold MiniShares Trust made up 0.02% of CX Institutional's portfolio in Q3 2026, its #353 holding.
CX Institutional first reported a position in SPDR Gold MiniShares Trust in Q2 2022 and has held it in 9 quarters since.
CX Institutional's SPDR Gold MiniShares Trust position peaked at $1.92M in Q2 2022.
294 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.