J.W. Cole Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

J.W. Cole 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	$836K	Buy	+10,522	New	+$940K	0.01%	800
2026 Q1	–	Sell	-9,952	Closed	-$785K	–	1034
2025 Q4	$785K	Sell	9,952 -8,118	-45%	-$667K	0.02%	725
2025 Q3	$1.38M	Buy	18,070 +382	+2%	+$26.2K	0.03%	606
2025 Q2	$1.16M	Buy	17,688 +11,528	+187%	+$750K	0.02%	617
2025 Q1	$381K	Buy	6,160 +1,688	+38%	+$95.9K	0.01%	862
2024 Q4	$232K	Buy	4,472 +65	+1%	+$3.43K	0.01%	857
2024 Q3	$230K	Buy	+4,407	New	+$216K	0.01%	858

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

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

HIA

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

J.W. Cole Advisors's GLDM Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in SPDR Gold MiniShares Trust (GLDM) in Q2 2026: 10,522 shares worth $836K. The stake represents 0.01% of the portfolio and ranks #800 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in GLDM as recently as Q4 2025.

J.W. Cole Advisors first reported a position in GLDM in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.38M in Q3 2025. 203 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

J.W. Cole Advisors held 10,522 shares of SPDR Gold MiniShares Trust worth $836K as of Q2 2026.
SPDR Gold MiniShares Trust was a new J.W. Cole Advisors position in Q2 2026.
SPDR Gold MiniShares Trust made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #800 holding.
J.W. Cole Advisors first reported a position in SPDR Gold MiniShares Trust in Q3 2024 and has held it in 7 quarters since.
J.W. Cole Advisors's SPDR Gold MiniShares Trust position peaked at $1.38M in Q3 2025.
203 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.