FHC
GLDM icon

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
Q3 		$1.31M Buy
15,950
+363
+2% +$30.6K 0.09% 186
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 		$281K 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 		$325K 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 -$341K – 369
2021
Q4 		$341K 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

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
RCP
Roan Capital Partners Johnson City, Tennessee $137M AUM

First Heartland Consultants's GLDM Position: Q3 2026 in Review

First Heartland Consultants increased its SPDR Gold MiniShares Trust (GLDM) stake by 2.3% in Q3 2026, buying an estimated $30.6K and bringing the position to 15,950 shares worth $1.31M. The position accounts for 0.09% of the portfolio, ranked #186.

First Heartland Consultants first reported a position in GLDM in Q1 2019 and has held it in 29 quarters since. 50 funds tracked by Wall St. Rank hold GLDM as of Q3 2026.

  • First Heartland Consultants held 15,950 shares of SPDR Gold MiniShares Trust worth $1.31M as of Q3 2026.
  • First Heartland Consultants bought 363 SPDR Gold MiniShares Trust shares in Q3 2026, an estimated $30.6K.
  • SPDR Gold MiniShares Trust made up 0.09% of First Heartland Consultants's portfolio in Q3 2026, its #186 holding.
  • First Heartland Consultants first reported a position in SPDR Gold MiniShares Trust in Q1 2019 and has held it in 29 quarters since.
  • 50 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q3 2026.

Based on First Heartland Consultants's 13F filing for Q3 2026, filed 8 Oct 2026.