Heritage Wealth Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Heritage Wealth Advisors’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	$4.46M	Buy	56,161 +25,929	+86%	+$2.32M	0.15%	41
2026 Q1	$2.8M	Buy	30,232 +7,443	+33%	+$718K	0.11%	47
2025 Q4	$1.95M	Buy	22,789 +814	+4%	+$66.9K	0.07%	70
2025 Q3	$1.68M	Hold	21,975	–	–	0.07%	62
2025 Q2	$1.44M	Hold	21,975	–	–	0.07%	66
2025 Q1	$1.36M	Hold	21,975	–	–	0.07%	66
2024 Q4	$1.14M	Sell	21,975 -108	-0.5%	-$5.7K	0.06%	77
2024 Q3	$1.15M	Hold	22,083	–	–	0.05%	80
2024 Q2	$1.02M	Hold	22,083	–	–	0.05%	85
2024 Q1	$973K	Hold	22,083	–	–	0.04%	90
2023 Q4	$903K	Buy	+22,083	New	+$866K	0.04%	90

Other funds holding GLDM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Heritage Wealth Advisors's GLDM Position: Q2 2026 in Review

Heritage Wealth Advisors increased its SPDR Gold MiniShares Trust (GLDM) stake by 86% in Q2 2026, buying an estimated $2.32M and bringing the position to 56,161 shares worth $4.46M. The position accounts for 0.15% of the portfolio, ranked #41.

Heritage Wealth Advisors first reported a position in GLDM in Q4 2023 and has held it in 11 quarters since. 915 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Heritage Wealth Advisors held 56,161 shares of SPDR Gold MiniShares Trust worth $4.46M as of Q2 2026.
Heritage Wealth Advisors bought 25,929 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $2.32M.
SPDR Gold MiniShares Trust made up 0.15% of Heritage Wealth Advisors's portfolio in Q2 2026, its #41 holding.
Heritage Wealth Advisors first reported a position in SPDR Gold MiniShares Trust in Q4 2023 and has held it in 11 quarters since.
915 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.