Wealthcare Capital Management’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Wealthcare Capital 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	$698K	Sell	8,788 -505	-5%	-$45.1K	0.07%	50
2026 Q1	$861K	Sell	9,293 -252	-3%	-$24.3K	0.09%	43
2025 Q4	$815K	Buy	9,545 +1,441	+18%	+$118K	0.08%	41
2025 Q3	$620K	Buy	+8,104	New	+$555K	0.06%	49
2022 Q3	–	Sell	-36,900	Closed	-$1.32M	–	66
2022 Q2	$1.32M	Buy	+36,900	New	+$1.37M	0.15%	21
2022 Q1	–	Sell	-32,012	Closed	-$1.16M	–	83
2021 Q4	$1.16M	Buy	32,012 +4,546	+17%	+$162K	0.11%	32
2021 Q3	$959K	Buy	+27,466	New	+$978K	0.09%	32

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