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 Q3	$1.77M	Buy	21,591 +2,635	+14%	+$222K	0.11%	135
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

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

BTWM

Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return

RCP

Roan Capital Partners Johnson City, Tennessee $137M AUM

YHB Investment Advisors's GLDM Position: Q3 2026 in Review

YHB Investment Advisors increased its SPDR Gold MiniShares Trust (GLDM) stake by 14% in Q3 2026, buying an estimated $222K and bringing the position to 21,591 shares worth $1.77M. The position accounts for 0.11% of the portfolio, ranked #135.

YHB Investment Advisors first reported a position in GLDM in Q4 2024 and has held it in 8 quarters since. 50 funds tracked by Wall St. Rank hold GLDM as of Q3 2026.

YHB Investment Advisors held 21,591 shares of SPDR Gold MiniShares Trust worth $1.77M as of Q3 2026.
YHB Investment Advisors bought 2,635 SPDR Gold MiniShares Trust shares in Q3 2026, an estimated $222K.
SPDR Gold MiniShares Trust made up 0.11% of YHB Investment Advisors's portfolio in Q3 2026, its #135 holding.
YHB Investment Advisors first reported a position in SPDR Gold MiniShares Trust in Q4 2024 and has held it in 8 quarters since.
50 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q3 2026.

Based on YHB Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.