Deane Retirement Strategies’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Deane Retirement Strategies’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	$104K	Sell	1,309 -58	-4%	-$5.18K	0.04%	42
2026 Q1	$127K	Buy	1,367 +1,037	+314%	+$100K	0.05%	35
2025 Q4	$28.2K	Sell	330 -5	-1%	-$411	0.01%	54
2025 Q3	$25.6K	Buy	335 +187	+126%	+$12.8K	0.01%	51
2025 Q2	$9.7K	Sell	148 -16	-10%	-$1.04K	﹤0.01%	55
2025 Q1	$10.2K	Buy	164 +57	+53%	+$3.24K	﹤0.01%	61
2024 Q4	$5.56K	Buy	107 +13	+14%	+$685	﹤0.01%	65
2024 Q3	$4.9K	Hold	94	–	–	﹤0.01%	64
2024 Q2	$4.33K	Buy	+94	New	+$4.36K	﹤0.01%	71

Other funds holding GLDM

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 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