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

Valeo 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 Q3	$494K	Buy	6,006 +658	+12%	+$55.5K	0.01%	466
2026 Q2	$425K	Sell	5,348 -479	-8%	-$42.8K	0.01%	501
2026 Q1	$540K	Buy	5,827 +599	+11%	+$57.8K	0.01%	393
2025 Q4	$446K	Buy	5,228 +1,194	+30%	+$98.1K	0.01%	495
2025 Q3	$308K	Hold	4,034	–	–	0.01%	600
2025 Q2	$264K	Hold	4,034	–	–	0.01%	619
2025 Q1	$250K	Buy	+4,034	New	+$229K	0.01%	577
2020 Q4	–	Sell	-406	Closed	-$15K	–	1734
2020 Q3	$15K	Sell	406 -2,035	-83%	-$77.6K	﹤0.01%	981
2020 Q2	$87K	Buy	+2,441	New	+$83.5K	0.01%	541

Other funds holding GLDM

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

BTWM

Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return

RCP

Roan Capital Partners Johnson City, Tennessee $137M AUM

Valeo Financial Advisors's GLDM Position: Q3 2026 in Review

Valeo Financial Advisors increased its SPDR Gold MiniShares Trust (GLDM) stake by 12% in Q3 2026, buying an estimated $55.5K and bringing the position to 6,006 shares worth $494K. The position accounts for 0.01% of the portfolio, ranked #466.

Valeo Financial Advisors first reported a position in GLDM in Q2 2020 and has held it in 9 quarters since. The position peaked at $540K in Q1 2026. 50 funds tracked by Wall St. Rank hold GLDM as of Q3 2026.

Valeo Financial Advisors held 6,006 shares of SPDR Gold MiniShares Trust worth $494K as of Q3 2026.
Valeo Financial Advisors bought 658 SPDR Gold MiniShares Trust shares in Q3 2026, an estimated $55.5K.
SPDR Gold MiniShares Trust made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #466 holding.
Valeo Financial Advisors first reported a position in SPDR Gold MiniShares Trust in Q2 2020 and has held it in 9 quarters since.
Valeo Financial Advisors's SPDR Gold MiniShares Trust position peaked at $540K in Q1 2026.
50 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.