Confluence Investment Management’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Confluence Investment Management’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	$41.5M	Buy	522,617 +189,643	+57%	+$16.9M	0.65%	55
2026 Q1	$30.9M	Sell	332,974 -47,836	-13%	-$4.61M	0.48%	59
2025 Q4	$32.5M	Sell	380,810 -107,583	-22%	-$8.84M	0.49%	61
2025 Q3	$37.3M	Sell	488,393 -37,213	-7%	-$2.55M	0.53%	56
2025 Q2	$34.4M	Buy	525,606 +55,411	+12%	+$3.61M	0.49%	59
2025 Q1	$29.1M	Sell	470,195 -157,771	-25%	-$8.96M	0.42%	63
2024 Q4	$32.6M	Buy	627,966 +6,010	+1%	+$317K	0.45%	61
2024 Q3	$32.4M	Buy	621,956 +17,231	+3%	+$846K	0.43%	64
2024 Q2	$27.9M	Sell	604,725 -10,878	-2%	-$504K	0.4%	66
2024 Q1	$27.1M	Buy	615,603 +268,562	+77%	+$11M	0.36%	71
2023 Q4	$14.2M	Sell	347,041 -325,000	-48%	-$12.7M	0.2%	97
2023 Q3	$24.6M	Buy	672,041 +24,475	+4%	+$936K	0.38%	63
2023 Q2	$24.7M	Buy	647,566 +23,684	+4%	+$930K	0.36%	67
2023 Q1	$24.4M	Buy	+623,882	New	+$23.4M	0.36%	64

Other funds holding GLDM

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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

School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return