Professional Financial Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Professional Financial Advisors’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	$269K	Buy	3,386 +60	+2%	+$5.36K	0.05%	120
2026 Q1	$308K	Buy	3,326 +21	+0.6%	+$2.02K	0.06%	106
2025 Q4	$282K	Sell	3,305 -10	-0.3%	-$822	0.06%	107
2025 Q3	$253K	Buy	3,315 +53	+2%	+$3.63K	0.05%	113
2025 Q2	$214K	Buy	+3,262	New	+$212K	0.05%	113
2022 Q4	–	Sell	-3,266	Closed	-$108K	–	224
2022 Q3	$108K	Sell	3,266 -18	-0.5%	-$617	0.07%	96
2022 Q2	$118K	Sell	3,284 -5	-0.2%	-$186	0.07%	100
2022 Q1	$127K	Buy	3,289 +589	+22%	+$22K	0.05%	98
2021 Q4	$98K	Hold	2,700	–	–	0.04%	132
2021 Q3	$94K	Sell	2,700 -343	-11%	-$12.2K	0.05%	114
2021 Q2	$107K	Hold	3,043	–	–	0.06%	114
2021 Q1	$103K	Sell	3,043 -8,169	-73%	-$292K	0.06%	105
2020 Q4	$425K	Hold	11,212	–	–	0.33%	56
2020 Q3	$420K	Buy	11,212 +3,704	+49%	+$141K	0.39%	51
2020 Q2	$267K	Buy	+7,508	New	+$257K	0.35%	52
2020 Q1	–	Sell	-10,573	Closed	-$320K	–	57
2019 Q4	$320K	Buy	+10,573	New	+$313K	0.3%	63

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

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