Oliver Lagore Vanvalin Investment Group’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
2025 Q2	$1.79K	Buy	+29	New	+$1.89K	﹤0.01%	563
2024 Q4	$780	Buy	+15	New	+$791	﹤0.01%	620
2023 Q4	–	Sell	-55	Closed	-$2.02K	–	813
2023 Q3	$2.02K	Sell	55 -203	-79%	-$7.76K	﹤0.01%	693
2023 Q2	$9.83K	Buy	+258	New	+$10.1K	﹤0.01%	465

Other funds holding GLDM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's GLDM Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in SPDR Gold MiniShares Trust (GLDM) in Q2 2025: 29 shares worth $1.79K. The stake represents ﹤0.01% of the portfolio and ranks #563 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in GLDM as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in GLDM in Q2 2023 and has held it in 4 quarters since. The position peaked at $9.83K in Q2 2023. 702 funds tracked by Wall St. Rank hold GLDM as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 29 shares of SPDR Gold MiniShares Trust worth $1.79K as of Q2 2025.
SPDR Gold MiniShares Trust was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
SPDR Gold MiniShares Trust made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #563 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in SPDR Gold MiniShares Trust in Q2 2023 and has held it in 4 quarters since.
Oliver Lagore Vanvalin Investment Group's SPDR Gold MiniShares Trust position peaked at $9.83K in Q2 2023.
702 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.