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Harbor Investment Advisory’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Harbor Investment Advisory’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 		$14.1M Buy
178,090
+7,623
+4% +$681K 0.99% 16
2026
Q1 		$15.8M Sell
170,467
-12,879
-7% -$1.24M 1.24% 10
2025
Q4 		$15.7M Buy
183,346
+4,086
+2% +$336K 1.18% 12
2025
Q3 		$13.7M Sell
179,260
-4,194
-2% -$287K 1.13% 12
2025
Q2 		$12M Buy
183,454
+2,076
+1% +$135K 1.07% 13
2025
Q1 		$11.2M Buy
181,378
+12,328
+7% +$700K 1.09% 14
2024
Q4 		$8.79M Buy
169,050
+4,777
+3% +$252K 0.82% 19
2024
Q3 		$8.56M Buy
164,273
+9,850
+6% +$484K 0.84% 20
2024
Q2 		$7.12M Buy
154,423
+3,942
+3% +$183K 0.74% 22
2024
Q1 		$6.63M Buy
150,481
+1,016
+0.7% +$41.7K 0.69% 23
2023
Q4 		$6.11M Buy
149,465
+5,693
+4% +$223K 0.71% 23
2023
Q3 		$5.27M Buy
143,772
+8,518
+6% +$326K 0.69% 22
2023
Q2 		$5.15M Sell
135,254
-3,353
-2% -$132K 0.72% 27
2023
Q1 		$5.42M Buy
138,607
+2,660
+2% +$99.9K 0.81% 22
2022
Q4 		$4.92M Sell
135,947
-1,687
-1% -$58K 0.77% 23
2022
Q3 		$4.54M Buy
137,634
+7,251
+6% +$249K 0.75% 22
2022
Q2 		$4.68M Buy
130,383
+6,245
+5% +$232K 0.75% 21
2022
Q1 		$4.78M Buy
124,138
+33,317
+37% +$1.24M 0.63% 28
2021
Q4 		$3.3M Buy
90,821
+5,071
+6% +$181K 0.42% 46
2021
Q3 		$2.99M Sell
85,750
-1,459
-2% -$51.9K 0.41% 49
2021
Q2 		$3.07M Buy
87,209
+1,018
+1% +$36.8K 0.42% 48
2021
Q1 		$2.93M Buy
86,191
+4,737
+6% +$169K 0.44% 49
2020
Q4 		$3.08M Buy
81,454
+11,553
+17% +$432K 0.49% 42
2020
Q3 		$2.63M Buy
69,901
+5,999
+9% +$229K 0.5% 46
2020
Q2 		$2.27M Buy
63,902
+14,049
+28% +$481K 0.48% 50
2020
Q1 		$1.57M Buy
49,853
+9,976
+25% +$315K 0.42% 56
2019
Q4 		$1.21M Buy
+39,877
New +$1.18M 0.28% 82

Other funds holding GLDM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Harbor Investment Advisory's GLDM Position: Q2 2026 in Review

Harbor Investment Advisory increased its SPDR Gold MiniShares Trust (GLDM) stake by 4.5% in Q2 2026, buying an estimated $681K and bringing the position to 178,090 shares worth $14.1M. The position accounts for 0.99% of the portfolio, ranked #16.

Harbor Investment Advisory first reported a position in GLDM in Q4 2019 and has held it in 27 quarters since. The position peaked at $15.8M in Q1 2026. 916 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

  • Harbor Investment Advisory held 178,090 shares of SPDR Gold MiniShares Trust worth $14.1M as of Q2 2026.
  • Harbor Investment Advisory bought 7,623 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $681K.
  • SPDR Gold MiniShares Trust made up 0.99% of Harbor Investment Advisory's portfolio in Q2 2026, its #16 holding.
  • Harbor Investment Advisory first reported a position in SPDR Gold MiniShares Trust in Q4 2019 and has held it in 27 quarters since.
  • Harbor Investment Advisory's SPDR Gold MiniShares Trust position peaked at $15.8M in Q1 2026.
  • 916 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.