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

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 $3.38T AUM 44.17% 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

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

HHM Wealth Advisors increased its SPDR Gold MiniShares Trust (GLDM) stake by 108% in Q2 2026, buying an estimated $29.2K and bringing the position to 630 shares worth $50K. The position accounts for 0.01% of the portfolio, ranked #388.

HHM Wealth Advisors first reported a position in GLDM in Q1 2023 and has held it in 9 quarters since. 920 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

HHM Wealth Advisors held 630 shares of SPDR Gold MiniShares Trust worth $50K as of Q2 2026.
HHM Wealth Advisors bought 327 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $29.2K.
SPDR Gold MiniShares Trust made up 0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #388 holding.
HHM Wealth Advisors first reported a position in SPDR Gold MiniShares Trust in Q1 2023 and has held it in 9 quarters since.
920 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

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