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Bar Harbor Wealth Management’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Bar Harbor Wealth Management’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 		$239K Buy
3,005
+736
+32% +$65.7K 0.01% 242
2026
Q1 		$210K Buy
+2,269
New +$219K 0.01% 254

Other funds holding GLDM

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

Bar Harbor Wealth Management's GLDM Position: Q2 2026 in Review

Bar Harbor Wealth Management increased its SPDR Gold MiniShares Trust (GLDM) stake by 32% in Q2 2026, buying an estimated $65.7K and bringing the position to 3,005 shares worth $239K. The position accounts for 0.01% of the portfolio, ranked #242.

Bar Harbor Wealth Management first reported a position in GLDM in Q1 2026 and has held it in 2 quarters since. 170 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

  • Bar Harbor Wealth Management held 3,005 shares of SPDR Gold MiniShares Trust worth $239K as of Q2 2026.
  • Bar Harbor Wealth Management bought 736 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $65.7K.
  • SPDR Gold MiniShares Trust made up 0.01% of Bar Harbor Wealth Management's portfolio in Q2 2026, its #242 holding.
  • Bar Harbor Wealth Management first reported a position in SPDR Gold MiniShares Trust in Q1 2026 and has held it in 2 quarters since.
  • 170 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Bar Harbor Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.