HFO
GLDM icon

Heritage Family Offices’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Heritage Family Offices’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 		$3.32M Buy
41,784
+13,740
+49% +$1.23M 1.28% 20
2026
Q1 		$2.6M Buy
28,044
+24,035
+600% +$2.32M 1.15% 22
2025
Q4 		$342K Buy
+4,009
New +$329K 0.16% 127

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

Heritage Family Offices's GLDM Position: Q2 2026 in Review

Heritage Family Offices increased its SPDR Gold MiniShares Trust (GLDM) stake by 49% in Q2 2026, buying an estimated $1.23M and bringing the position to 41,784 shares worth $3.32M. The position accounts for 1.28% of the portfolio, ranked #20.

Heritage Family Offices first reported a position in GLDM in Q4 2025 and has held it in 3 quarters since. 913 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

  • Heritage Family Offices held 41,784 shares of SPDR Gold MiniShares Trust worth $3.32M as of Q2 2026.
  • Heritage Family Offices bought 13,740 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $1.23M.
  • SPDR Gold MiniShares Trust made up 1.28% of Heritage Family Offices's portfolio in Q2 2026, its #20 holding.
  • Heritage Family Offices first reported a position in SPDR Gold MiniShares Trust in Q4 2025 and has held it in 3 quarters since.
  • 913 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.