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

HHM 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	$50K	Buy	630 +327	+108%	+$29.2K	0.01%	388
2026 Q1	$28.1K	Buy	303 +213	+237%	+$20.5K	﹤0.01%	455
2025 Q4	$7.68K	Buy	+90	New	+$7.4K	﹤0.01%	651
2025 Q3	–	Sell	-90	Closed	-$5.9K	–	889
2025 Q2	$5.9K	Hold	90	–	–	﹤0.01%	675
2025 Q1	$5.57K	Hold	90	–	–	﹤0.01%	665
2024 Q4	$4.68K	Buy	+90	New	+$4.75K	﹤0.01%	686
2023 Q4	–	Sell	-113	Closed	-$4.14K	–	772
2023 Q3	$4.14K	Hold	113	–	–	﹤0.01%	658
2023 Q2	$4.3K	Hold	113	–	–	﹤0.01%	673
2023 Q1	$4.42K	Buy	+113	New	+$4.25K	﹤0.01%	659

Other funds holding GLDM

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

LAM Group Lake Oswego, Oregon $201M AUM 22.35% 1-Year Est. Return

Inspirion Wealth Advisors Libertyville, Illinois $873M AUM 16.23% 1-Year Est. Return

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return