HWM
GLDM icon

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

HB 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 		$528K Buy
6,644
+1,685
+34% +$150K ﹤0.01% 1074
2026
Q1 		$460K Sell
4,959
-246
-5% -$23.7K ﹤0.01% 1016
2025
Q4 		$444K Buy
5,205
+823
+19% +$67.6K ﹤0.01% 955
2025
Q3 		$335K Buy
+4,382
New +$300K ﹤0.01% 1021

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

HB Wealth Management's GLDM Position: Q2 2026 in Review

HB Wealth Management increased its SPDR Gold MiniShares Trust (GLDM) stake by 34% in Q2 2026, buying an estimated $150K and bringing the position to 6,644 shares worth $528K. The position accounts for ﹤0.01% of the portfolio, ranked #1074.

HB Wealth Management first reported a position in GLDM in Q3 2025 and has held it in 4 quarters since. 912 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

  • HB Wealth Management held 6,644 shares of SPDR Gold MiniShares Trust worth $528K as of Q2 2026.
  • HB Wealth Management bought 1,685 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $150K.
  • SPDR Gold MiniShares Trust made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1074 holding.
  • HB Wealth Management first reported a position in SPDR Gold MiniShares Trust in Q3 2025 and has held it in 4 quarters since.
  • 912 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.