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YHB Investment Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

YHB Investment 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 		$1.51M Buy
18,956
+375
+2% +$33.5K 0.1% 144
2026
Q1 		$1.72M Buy
18,581
+1,850
+11% +$178K 0.12% 132
2025
Q4 		$1.43M Buy
16,731
+3,146
+23% +$259K 0.1% 143
2025
Q3 		$1.04M Buy
13,585
+4,284
+46% +$294K 0.08% 159
2025
Q2 		$609K Buy
9,301
+601
+7% +$39.1K 0.05% 197
2025
Q1 		$538K Buy
8,700
+1,750
+25% +$99.4K 0.05% 198
2024
Q4 		$361K Buy
+6,950
New +$366K 0.03% 215

Other funds holding GLDM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

YHB Investment Advisors's GLDM Position: Q2 2026 in Review

YHB Investment Advisors increased its SPDR Gold MiniShares Trust (GLDM) stake by 2% in Q2 2026, buying an estimated $33.5K and bringing the position to 18,956 shares worth $1.51M. The position accounts for 0.1% of the portfolio, ranked #144.

YHB Investment Advisors first reported a position in GLDM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.72M in Q1 2026. 436 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

  • YHB Investment Advisors held 18,956 shares of SPDR Gold MiniShares Trust worth $1.51M as of Q2 2026.
  • YHB Investment Advisors bought 375 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $33.5K.
  • SPDR Gold MiniShares Trust made up 0.1% of YHB Investment Advisors's portfolio in Q2 2026, its #144 holding.
  • YHB Investment Advisors first reported a position in SPDR Gold MiniShares Trust in Q4 2024 and has held it in 7 quarters since.
  • YHB Investment Advisors's SPDR Gold MiniShares Trust position peaked at $1.72M in Q1 2026.
  • 436 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.