Valicenti Advisory Services’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Valicenti Advisory Services’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	$1.74M	Buy	21,860 +1,852	+9%	+$165K	0.33%	55
2026 Q1	$1.85M	Buy	20,008 +2,826	+16%	+$273K	0.4%	54
2025 Q4	$1.47M	Sell	17,182 -8,138	-32%	-$669K	0.31%	54
2025 Q3	$1.94M	Buy	25,320 +1,581	+7%	+$108K	0.42%	51
2025 Q2	$1.55M	Sell	23,739 -482	-2%	-$31.4K	0.36%	54
2025 Q1	$1.5M	Sell	24,221 -4,173	-15%	-$237K	0.39%	53
2024 Q4	$1.48M	Buy	28,394 +1,138	+4%	+$60K	0.37%	54
2024 Q3	$1.42M	Sell	27,256 -1,563	-5%	-$76.7K	0.37%	51
2024 Q2	$1.33M	Sell	28,819 -910	-3%	-$42.2K	0.36%	52
2024 Q1	$1.31M	Sell	29,729 -12,463	-30%	-$512K	0.36%	52
2023 Q4	$1.73M	Buy	42,192 +13,520	+47%	+$530K	0.52%	44
2023 Q3	$1.05M	Buy	28,672 +2,213	+8%	+$84.6K	0.36%	50
2023 Q2	$1.01M	Buy	+26,459	New	+$1.04M	0.32%	55

Other funds holding GLDM

SEIA

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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CIM

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

BSB

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

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

LLI

LTS Liquid Investments Nassau $187M AUM

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Valicenti Advisory Services's GLDM Position: Q2 2026 in Review

Valicenti Advisory Services increased its SPDR Gold MiniShares Trust (GLDM) stake by 9.3% in Q2 2026, buying an estimated $165K and bringing the position to 21,860 shares worth $1.74M. The position accounts for 0.33% of the portfolio, ranked #55.

Valicenti Advisory Services first reported a position in GLDM in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.94M in Q3 2025. 170 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Valicenti Advisory Services held 21,860 shares of SPDR Gold MiniShares Trust worth $1.74M as of Q2 2026.
Valicenti Advisory Services bought 1,852 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $165K.
SPDR Gold MiniShares Trust made up 0.33% of Valicenti Advisory Services's portfolio in Q2 2026, its #55 holding.
Valicenti Advisory Services first reported a position in SPDR Gold MiniShares Trust in Q2 2023 and has held it in 13 quarters since.
Valicenti Advisory Services's SPDR Gold MiniShares Trust position peaked at $1.94M in Q3 2025.
170 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Valicenti Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.