First Heartland Consultants’s SPDR Gold MiniShares Trust GLDM Stock Holding History

First Heartland Consultants’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	$1.24M	Buy	15,587 +7,532	+94%	+$673K	0.08%	190
2026 Q1	$747K	Buy	8,055 +4,099	+104%	+$395K	0.06%	227
2025 Q4	$338K	Sell	3,956 -174	-4%	-$14.3K	0.03%	387
2025 Q3	$316K	Sell	4,130 -691	-14%	-$47.4K	0.03%	393
2025 Q2	$316K	Buy	4,821 +288	+6%	+$18.7K	0.03%	374
2025 Q1	$281K	Buy	+4,533	New	+$257K	0.03%	358
2024 Q4	–	Sell	-5,479	Closed	-$286K	–	469
2024 Q3	$286K	Sell	5,479 -614	-10%	-$30.1K	0.03%	342
2024 Q2	$281	Sell	6,093 -1,141	-16%	-$52.9K	0.02%	356
2024 Q1	$319K	Sell	7,234 -325	-4%	-$13.4K	0.03%	324
2023 Q4	$309K	Sell	7,559 -83	-1%	-$3.25K	0.04%	283
2023 Q3	$280K	Sell	7,642 -616	-7%	-$23.5K	0.04%	297
2023 Q2	$315K	Sell	8,258 -1,696	-17%	-$66.6K	0.04%	281
2023 Q1	$389K	Buy	9,954 +72	+0.7%	+$2.71K	0.06%	239
2022 Q4	$358K	Buy	9,882 +3	+0%	+$103	0.06%	250
2022 Q3	$325	Sell	9,879 -182	-2%	-$6.24K	0.03%	242
2022 Q2	$360K	Buy	+10,061	New	+$374K	0.06%	229
2022 Q1	–	Sell	-9,389	Closed	-$341	–	369
2021 Q4	$341	Buy	9,389 +1,193	+15%	+$42.6K	0.01%	251
2021 Q3	$286K	Buy	8,196 +81	+1%	+$2.88K	0.04%	287
2021 Q2	$286K	Buy	8,115 +988	+14%	+$35.7K	0.04%	290
2021 Q1	$242K	Buy	7,127 +1,420	+25%	+$50.7K	0.04%	333
2020 Q4	$216K	Buy	5,707 +360	+7%	+$13.5K	0.04%	312
2020 Q3	$201K	Buy	5,347 +198	+4%	+$7.55K	0.04%	281
2020 Q2	$183K	Buy	5,149 +62	+1%	+$2.12K	0.04%	272
2020 Q1	$160K	Sell	5,087 -7,479	-60%	-$236K	0.04%	232
2019 Q4	$380K	Sell	12,566 -192	-2%	-$5.68K	0.07%	207
2019 Q3	$375K	Sell	12,758 -248	-2%	-$7.3K	0.08%	194
2019 Q2	$366K	Sell	13,006 -640	-5%	-$16.7K	0.09%	194
2019 Q1	$352K	Buy	+13,646	New	+$355K	0.1%	181

Other funds holding GLDM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

RAM

Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return

APSPRSPT

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return

SEIA

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

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

First Heartland Consultants's GLDM Position: Q2 2026 in Review

First Heartland Consultants increased its SPDR Gold MiniShares Trust (GLDM) stake by 94% in Q2 2026, buying an estimated $673K and bringing the position to 15,587 shares worth $1.24M. The position accounts for 0.08% of the portfolio, ranked #190.

First Heartland Consultants first reported a position in GLDM in Q1 2019 and has held it in 28 quarters since. 521 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

First Heartland Consultants held 15,587 shares of SPDR Gold MiniShares Trust worth $1.24M as of Q2 2026.
First Heartland Consultants bought 7,532 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $673K.
SPDR Gold MiniShares Trust made up 0.08% of First Heartland Consultants's portfolio in Q2 2026, its #190 holding.
First Heartland Consultants first reported a position in SPDR Gold MiniShares Trust in Q1 2019 and has held it in 28 quarters since.
521 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.