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 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 $154B AUM 29.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

RAM

Resona Asset Management Koto-Ku,tokyo, Japan $20.1B AUM 26.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Heritage Wealth Advisors's GLDM Position: Q1 2026 in Review

Heritage Wealth Advisors increased its SPDR Gold MiniShares Trust (GLDM) stake by 33% in Q1 2026, buying an estimated $718K and bringing the position to 30,232 shares worth $2.8M. The position accounts for 0.11% of the portfolio, ranked #47.

Heritage Wealth Advisors first reported a position in GLDM in Q4 2023 and has held it in 10 quarters since. 905 funds tracked by Wall St. Rank hold GLDM as of Q1 2026.

Heritage Wealth Advisors held 30,232 shares of SPDR Gold MiniShares Trust worth $2.8M as of Q1 2026.
Heritage Wealth Advisors bought 7,443 SPDR Gold MiniShares Trust shares in Q1 2026, an estimated $718K.
SPDR Gold MiniShares Trust made up 0.11% of Heritage Wealth Advisors's portfolio in Q1 2026, its #47 holding.
Heritage Wealth Advisors first reported a position in SPDR Gold MiniShares Trust in Q4 2023 and has held it in 10 quarters since.
905 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.