GLDM — SPDR GOLD MINISHARES TRUST

Ownership history in CoreCap Advisors, LLC  ·  11 quarters on record

This page tracks every 13F SEC filing in which CoreCap Advisors, LLC reported a position in SPDR GOLD MINISHARES TRUST (GLDM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.63% (2025 Q4)
Avg. % of fund
0.49%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 212,595 +3,707 +1.8% 0.63% $18.1M $85.37
2025 Q3 ADDED 208,888 +1,379 +0.7% 0.58% $16.0M $76.45
2025 Q2 ADDED 207,509 +4,884 +2.4% 0.55% $13.6M $65.52
2025 Q1 ADDED 202,625 +16,994 +9.2% 0.55% $12.5M $61.89
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    GLDM price (monthly, adj. close)

Other funds also holding GLDM

As of 2025 Q4 — sorted by position size

Hollow Brook Wealth Management LLC 3Y 7Y 26.91% AIFG Consultants Ltd. 16.02% MEDICI CAPITAL LLC 3Y 13.96% EVOKE WEALTH, LLC 3Y 11.75% American Investment Services, Inc. 3Y 7Y 10.16% Verde Servicos Internacionais S.A. 3Y 7Y 10.03% Piedmont Capital Management, LLC 3Y 9.94% STAPP WEALTH MANAGEMENT, PLLC 3Y 9.51% NavPoint Financial, Inc. 9.31% CONTINUUM WEALTH ADVISORS, LLC 3Y 9.14%
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