Hickory Point Bank & Trust GLDM — SPDR GOLD MINISHARES TRUST

Ownership history in Hickory Point Bank & Trust  ·  4 quarters on record

AI Ownership Summary

Hickory Point Bank & Trust reported SPDR GOLD MINISHARES TRUST (GLDM) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 0.29% in 2025 Q4. The latest visible filing shows GLDM at 0.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this GLDM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Hickory Point Bank & Trust's position in SPDR GOLD MINISHARES TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

GLDM was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.29% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

GLDM stock page Hickory Point Bank & Trust fund profile Hickory Point Bank & Trust full holdings
How Hickory Point Bank & Trust held GLDM — position size vs. price
% of Fund (quarterly)    GLDM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 1,760 -250 -12.4% 0.08% $140K 2026-07-17 $79.45
2026 Q1 REDUCED 57.1% -14.3% ✅ 2,010 -2,675 -57.1% 0.12% $186K 2026-04-03 $92.48
2025 Q4 ADDED — — — 4,685 +685 +17.1% 0.29% $400K 2026-01-12 $90.90
2025 Q3 INITIATED — — — 4,000 — — 0.23% $306K 2025-10-06 $78.39

🏢 Other funds also holding GLDM

As of 2026 Q2 — sorted by position size

LTS Liquid Investments LLC 9.67% PEAK FINANCIAL ADVISORS LLC 3Y 5.72% LAM GROUP, INC. 3Y 5.55% Roan Capital Partners 4.05% SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 3Y 7Y 3.62% AAF Wealth Management, LLC 3Y 3.44% Chatterton & Associates Inc. 3.41% SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO 3.24% MBL Wealth, LLC 3Y 2.8% Upper Left Wealth Management, LLC 3Y 2.74%

FAQ About Hickory Point Bank & Trust and GLDM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Hickory Point Bank & Trust reported owning GLDM?

Hickory Point Bank & Trust reported GLDM across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported GLDM position in Hickory Point Bank & Trust's portfolio?

The largest reported portfolio weight for GLDM was 0.29% in 2025 Q4.

What is the latest reported GLDM position on this page?

The most recent filing on this page is 2026 Q2, when Hickory Point Bank & Trust reported 1,760 shares, equal to 0.08% of portfolio, with an estimated market value of $140K.

What does the chart on this GLDM ownership page compare?

The chart compares Hickory Point Bank & Trust's quarterly GLDM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Hickory Point Bank & Trust time their GLDM position?

Based on 13F filing dates vs. subsequent GLDM price moves, Hickory Point Bank & Trust correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on GLDM relative to SPY over the holding period was -11.6%.

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