Encompass More Asset Management’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Encompass More Asset 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	$5.51M	Sell	69,393 -140,635	-67%	-$12.6M	0.8%	33
2026 Q1	$19.5M	Buy	210,028 +18,029	+9%	+$1.74M	3.26%	5
2025 Q4	$16.4M	Sell	191,999 -1,021	-0.5%	-$83.9K	3.02%	6
2025 Q3	$14.8M	Sell	193,020 -21,377	-10%	-$1.46M	2.83%	7
2025 Q2	$14M	Buy	214,397 +31,068	+17%	+$2.02M	3.29%	6
2025 Q1	$11.3M	Buy	183,329 +13,683	+8%	+$777K	3.39%	6
2024 Q4	$8.82M	Buy	169,646 +20,133	+13%	+$1.06M	2.91%	4
2024 Q3	$7.79M	Buy	149,513 +64,451	+76%	+$3.16M	2.97%	4
2024 Q2	$3.92M	Buy	85,062 +6,568	+8%	+$304K	2.8%	10
2024 Q1	$3.46M	Buy	+78,494	New	+$3.23M	2.86%	10

Other funds holding GLDM

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

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

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 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