HHM Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

HHM Wealth Advisors’s Portfolio GLD Stock Details GLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$572K	Buy	1,552 +12	+0.8%	+$4.97K	0.06%	117
2026 Q1	$663K	Sell	1,540 -2,171	-59%	-$972K	0.08%	100
2025 Q4	$1.47M	Hold	3,711	–	–	0.17%	56
2025 Q3	$1.32M	Buy	3,711 +859	+30%	+$274K	0.15%	59
2025 Q2	$869K	Buy	2,852 +91	+3%	+$27.6K	0.1%	75
2025 Q1	$796K	Sell	2,761 -46	-2%	-$12.2K	0.11%	73
2024 Q4	$680K	Hold	2,807	–	–	0.09%	84
2024 Q3	$682K	Sell	2,807 -240	-8%	-$55K	0.1%	73
2024 Q2	$655K	Buy	3,047 +1,695	+125%	+$367K	0.1%	75
2024 Q1	$278K	Hold	1,352	–	–	0.05%	121
2023 Q4	$258K	Hold	1,352	–	–	0.05%	115
2023 Q3	$232K	Hold	1,352	–	–	0.05%	114
2023 Q2	$241K	Hold	1,352	–	–	0.05%	121
2023 Q1	$248K	Hold	1,352	–	–	0.05%	117
2022 Q4	$229K	Hold	1,352	–	–	0.05%	112
2022 Q3	$209K	Hold	1,352	–	–	0.06%	104
2022 Q2	$228K	Hold	1,352	–	–	0.06%	121
2022 Q1	$244K	Hold	1,352	–	–	0.06%	131
2021 Q4	$231K	Hold	1,352	–	–	0.06%	127
2021 Q3	$222K	Buy	+1,352	New	+$226K	0.06%	119

Other funds holding GLD

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

HHM Wealth Advisors's GLD Position: Q2 2026 in Review

HHM Wealth Advisors increased its SPDR Gold Trust (GLD) stake by 0.78% in Q2 2026, buying an estimated $4.97K and bringing the position to 1,552 shares worth $572K. The position accounts for 0.06% of the portfolio, ranked #117.

HHM Wealth Advisors first reported a position in GLD in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.47M in Q4 2025. 3,028 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

HHM Wealth Advisors held 1,552 shares of SPDR Gold Trust worth $572K as of Q2 2026.
HHM Wealth Advisors bought 12 SPDR Gold Trust shares in Q2 2026, an estimated $4.97K.
SPDR Gold Trust made up 0.06% of HHM Wealth Advisors's portfolio in Q2 2026, its #117 holding.
HHM Wealth Advisors first reported a position in SPDR Gold Trust in Q3 2021 and has held it in 20 quarters since.
HHM Wealth Advisors's SPDR Gold Trust position peaked at $1.47M in Q4 2025.
3,028 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.