HIG
GLDM icon

Heritage Investment Group’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Heritage Investment Group’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
2025
Q4 		– Sell
-2,929
Closed -$224K – 129
2025
Q3 		$224K Buy
+2,929
New +$201K 0.04% 106

Other funds holding GLDM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Heritage Investment Group's GLDM Position: Q4 2025 in Review

Heritage Investment Group sold out of SPDR Gold MiniShares Trust (GLDM) in Q4 2025, closing a stake of 2,929 shares — an estimated $224K sold.

Heritage Investment Group first reported a position in GLDM in Q3 2025 and held it in 1 quarter. The position peaked at $224K in Q3 2025. 873 funds tracked by Wall St. Rank hold GLDM as of Q4 2025.

  • Heritage Investment Group reported no remaining SPDR Gold MiniShares Trust position as of Q4 2025 after selling out during the quarter.
  • Heritage Investment Group sold 2,929 SPDR Gold MiniShares Trust shares in Q4 2025, an estimated $224K.
  • Heritage Investment Group first reported a position in SPDR Gold MiniShares Trust in Q3 2025 and held it in 1 quarter.
  • Heritage Investment Group's SPDR Gold MiniShares Trust position peaked at $224K in Q3 2025.
  • 873 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q4 2025.

Based on Heritage Investment Group's 13F filing for Q4 2025, filed 30 Jan 2026.