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 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

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

CWA

Continuum Wealth Advisors Saratoga Springs, New York $296M AUM 24.77% 1-Year Est. Return

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

LLI

LTS Liquid Investments Nassau $187M AUM

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

CX Institutional's GLDM Position: Q2 2026 in Review

CX Institutional reduced its SPDR Gold MiniShares Trust (GLDM) stake by 3.1% in Q2 2026, selling an estimated $30K and leaving 10,676 shares worth $848K. The position accounts for 0.02% of the portfolio, ranked #356.

CX Institutional first reported a position in GLDM in Q2 2022 and has held it in 8 quarters since. The position peaked at $1.92M in Q2 2022. 216 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

CX Institutional held 10,676 shares of SPDR Gold MiniShares Trust worth $848K as of Q2 2026.
CX Institutional sold 336 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $30K.
SPDR Gold MiniShares Trust made up 0.02% of CX Institutional's portfolio in Q2 2026, its #356 holding.
CX Institutional first reported a position in SPDR Gold MiniShares Trust in Q2 2022 and has held it in 8 quarters since.
CX Institutional's SPDR Gold MiniShares Trust position peaked at $1.92M in Q2 2022.
216 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.