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Beaird Harris Wealth Management’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Beaird Harris 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 		$52.6K Hold
662
– – ﹤0.01% 253
2026
Q1 		$61.4K Hold
662
– – ﹤0.01% 225
2025
Q4 		$56.5K Hold
662
– – ﹤0.01% 243
2025
Q3 		$50.6K Hold
662
– – ﹤0.01% 247
2025
Q2 		$43.4K Hold
662
– – ﹤0.01% 258
2025
Q1 		$41K Hold
662
– – ﹤0.01% 239
2024
Q4 		$34.4K Hold
662
– – ﹤0.01% 262
2024
Q3 		$34.5K Hold
662
– – ﹤0.01% 257
2024
Q2 		$30.5K Hold
662
– – ﹤0.01% 266
2024
Q1 		$29.2K Hold
662
– – ﹤0.01% 243
2023
Q4 		$27.1K Hold
662
– – ﹤0.01% 235
2023
Q3 		$24.3K Hold
662
– – ﹤0.01% 226
2023
Q2 		$25.2K Sell
662
-48
-7% -$1.88K ﹤0.01% 215
2023
Q1 		$27.8K Hold
710
– – 0.01% 206
2022
Q4 		$25.7K Hold
710
– – ﹤0.01% 228
2022
Q3 		$23K Hold
710
– – 0.01% 223
2022
Q2 		$25K Hold
710
– – 0.01% 185
2022
Q1 		$27K Buy
+710
New +$26.5K 0.01% 230

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

Beaird Harris Wealth Management's GLDM Position: Q2 2026 in Review

Beaird Harris Wealth Management held its SPDR Gold MiniShares Trust (GLDM) position steady in Q2 2026 at 662 shares worth $52.6K. The position accounts for ﹤0.01% of the portfolio, ranked #253.

Beaird Harris Wealth Management first reported a position in GLDM in Q1 2022 and has held it in 18 quarters since. The position peaked at $61.4K in Q1 2026. 170 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

  • Beaird Harris Wealth Management held 662 shares of SPDR Gold MiniShares Trust worth $52.6K as of Q2 2026.
  • Beaird Harris Wealth Management left its SPDR Gold MiniShares Trust share count unchanged in Q2 2026.
  • SPDR Gold MiniShares Trust made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #253 holding.
  • Beaird Harris Wealth Management first reported a position in SPDR Gold MiniShares Trust in Q1 2022 and has held it in 18 quarters since.
  • Beaird Harris Wealth Management's SPDR Gold MiniShares Trust position peaked at $61.4K in Q1 2026.
  • 170 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.