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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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 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. 1,032 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.
  • 1,032 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.