Signals

← Signals

☆GLDM

662 in-universe funds with a nonzero position in GLDM within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#368
Score / z0.559 / 0.70
Consensus231.52 over 443 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

Negative / total0 / 0
FiledFormItems
2026-02-09 8-K 5.02
2025-12-05 8-K 1.02
2024-05-29 8-K 8.01, 9.01
2024-04-01 8-K 5.02
2023-12-04 8-K 1.01, 9.01
2023-10-27 8-K 8.01, 9.01
2023-09-12 8-K 5.02
2023-03-29 8-K 5.02
2023-01-03 8-K 5.02
2022-10-13 8-K 5.02
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0
FiledFormFiler
2022-09-20 S-3 World Gold Trust

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 956.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 519.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 460.6 10.8% 1 +10.8 pp +10.8 pp +10.8 pp +10.8 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 375.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 336.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 285.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Asset Management One Co., Ltd. CIK 0001068855 0.899 957 265.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 223.2 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 208.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 200.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 176.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 173.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 159.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆3EDGE Asset Management, LP CIK 0001665605 0.494 94 144.9 9.0% 1 +9.0 pp +9.0 pp +9.0 pp +9.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 114.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sumitomo Mitsui DS Asset Management Company, Ltd CIK 0001411530 0.778 767 100.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Evergreen Quality Fund GP, Ltd. CIK 0002016939 0.176 43 99.6 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Strategic Financial Services, Inc. CIK 0001432539 0.922 155 91.1 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 88.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 88.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Resona Asset Management Co.,Ltd. CIK 0001944142 0.855 786 83.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 81.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 80.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hollow Brook Wealth Management LLC CIK 0001455251 0.318 77 79.3 23.2% 1 +23.2 pp +23.2 pp +23.2 pp +23.2 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 77.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 71.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 70.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 69.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 65.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 64.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 63.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 62.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 62.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 60.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Greenline Partners, LLC CIK 0001697323 0.573 149 57.8 7.8% 1 +7.8 pp +7.8 pp +7.8 pp +7.8 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 55.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 49.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capitolis Liquid Global Markets LLC CIK 0001960050 0.598 317 46.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Fullerton Fund Management Co Ltd. CIK 0001592746 0.427 119 46.1 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆NEPC LLC CIK 0001424799 0.960 53 45.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Parcion Private Wealth LLC CIK 0001801263 0.489 529 43.4 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 42.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 41.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 40.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 39.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 37.7 9.6% 2 +2.3 pp +9.6 pp +9.6 pp +9.6 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 36.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Planning Advisors, LLC CIK 0001631941 0.535 146 36.1 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆Burt Wealth Advisors CIK 0001612041 0.539 115 35.3 8.1% 1 +8.1 pp +8.1 pp +8.1 pp +8.1 pp
☆CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 34.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 33.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 33.4 3.2% 2 -0.4 pp +3.2 pp +3.2 pp +3.2 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 31.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆OVERSEA-CHINESE BANKING Corp Ltd CIK 0001291318 0.548 343 30.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 30.2 7.6% 1 +7.6 pp +7.6 pp +7.6 pp +7.6 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 30.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bluespring Wealth Management, LLC CIK 0001557485 0.000 549 29.4 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Main Street Research LLC CIK 0001513211 0.625 140 29.4 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆SENTINEL PENSION ADVISORS, LLC CIK 0001802290 0.809 147 28.9 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆Bangor Savings Bank CIK 0001352675 0.827 543 27.8 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 26.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Evernest Financial Advisors, LLC CIK 0002009530 0.479 191 26.0 8.4% 1 +8.4 pp +8.4 pp +8.4 pp +8.4 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 25.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Mission Creek Capital Partners, Inc. CIK 0001801583 0.262 231 24.4 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆E Fund Management Co., Ltd. CIK 0001842296 0.366 488 23.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 23.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 22.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 22.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 21.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NISSAY ASSET MANAGEMENT CORP /JAPAN CIK 0000869589 0.804 687 19.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MCMORGAN & CO LLC CIK 0001162695 0.818 37 18.8 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 18.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 17.5 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆LWM Advisory Services, LLC CIK 0001697716 0.020 80 17.0 11.7% 1 +11.7 pp +11.7 pp +11.7 pp +11.7 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 17.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NavPoint Financial, Inc. CIK 0002009813 0.506 74 16.8 10.1% 1 +10.1 pp +10.1 pp +10.1 pp +10.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 16.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PEAK FINANCIAL ADVISORS LLC CIK 0001843309 0.106 78 16.3 8.3% 1 +8.3 pp +8.3 pp +8.3 pp +8.3 pp
☆Warren Street Wealth Advisors, LLC CIK 0001703496 0.661 149 15.9 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 15.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Piedmont Capital Management, LLC CIK 0001656150 0.145 58 15.5 9.0% 1 +9.0 pp +9.0 pp +9.0 pp +9.0 pp
☆GOULD ASSET MANAGEMENT LLC /CA/ CIK 0001091961 0.732 176 15.5 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Timber Creek Capital Management LLC CIK 0001510848 0.327 80 15.1 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆CONTINUUM WEALTH ADVISORS, LLC CIK 0001966482 0.510 82 14.9 7.2% 1 +7.2 pp +7.2 pp +7.2 pp +7.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 14.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 14.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Encompass More Asset Management CIK 0002011218 0.126 270 14.0 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆NOTTINGHAM ADVISORS, INC. CIK 0001093276 0.752 122 14.0 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 13.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 13.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆MEDICI CAPITAL LLC CIK 0001777234 0.580 6 13.4 15.2% 1 +15.2 pp +15.2 pp +15.2 pp +15.2 pp
☆&PARTNERS CIK 0000107136 0.806 2509 13.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ALTFEST L J & CO INC CIK 0000712050 0.249 311 12.8 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆China Universal Asset Management Co., Ltd. CIK 0001906594 0.356 513 12.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 12.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 12.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆SAGE PRIVATE WEALTH GROUP, LLC CIK 0001845635 0.659 100 11.5 7.4% 1 +7.4 pp +7.4 pp +7.4 pp +7.4 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 11.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Avid Wealth Partners LLC CIK 0001992344 0.237 77 10.3 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆New Perspectives, Inc CIK 0001909565 0.875 49 10.2 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 10.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 10.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 9.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆B&D White Capital Company, LLC CIK 0001752523 0.254 94 9.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 9.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 9.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Buck Wealth Strategies, LLC CIK 0001973259 0.427 1170 9.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆R. W. Roge & Company, Inc. CIK 0001800745 0.673 68 9.1 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆Sterling Investment Advisors, Ltd. CIK 0001701132 0.354 225 9.0 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆RETIREMENT INCOME SOLUTIONS, INC CIK 0001730386 0.825 172 8.9 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 8.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealth Advisory Solutions, LLC CIK 0001834802 0.511 150 8.6 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 8.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AIFG Consultants Ltd. CIK 0001988547 0.214 54 8.5 16.5% 1 +16.5 pp +16.5 pp +16.5 pp +16.5 pp
☆Hudson Capital Management LLC CIK 0001727342 0.530 74 8.3 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Accretive Wealth Partners, LLC CIK 0001844444 0.375 177 8.3 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Cardinal Strategic Wealth Guidance CIK 0001801989 0.477 67 8.3 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 8.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 8.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 7.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆CHATHAM CAPITAL GROUP, INC. CIK 0001108969 0.378 200 7.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆ABOUND FINANCIAL, LLC CIK 0002024264 0.709 297 7.8 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Copley Financial Group, Inc. CIK 0002045258 0.304 118 7.8 5.8% 2 +0.8 pp +5.8 pp +5.8 pp +5.8 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 7.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Financial Enhancement Group LLC CIK 0001641438 0.482 134 7.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 7.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆AMJ Financial Wealth Management CIK 0001801585 0.571 83 7.2 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆PFG Advisors CIK 0001694435 0.248 791 7.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Evercore Wealth Management, LLC CIK 0001482689 0.807 433 7.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MANAGED ASSET PORTFOLIOS, LLC CIK 0001600999 0.325 51 7.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Alliance Wealth Advisors, LLC /UT CIK 0001893261 0.283 235 7.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 6.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 6.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 6.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.753 185 6.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Archford Capital Strategies, LLC CIK 0001606609 0.359 359 6.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 6.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 6.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 6.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIDUCIENT ADVISORS LLC CIK 0001729866 0.386 153 6.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.517 343 6.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Avos Capital Management, LLC CIK 0001948622 0.794 22 6.3 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 6.2 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
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☆Team Financial Group, LLC CIK 0001845163 0.669 56 5.8 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆STAPP WEALTH MANAGEMENT, PLLC CIK 0001954085 0.332 32 5.8 8.3% 1 +8.3 pp +8.3 pp +8.3 pp +8.3 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 5.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 5.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 5.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 5.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆KWB Wealth CIK 0001822236 0.453 169 4.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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☆CABOT WEALTH MANAGEMENT INC CIK 0001016683 0.214 142 4.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆Comprehensive Money Management Services LLC CIK 0002058921 0.127 200 0.4 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
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☆APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆HM PAYSON & CO CIK 0000928052 0.806 1139 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Csenge Advisory Group CIK 0001715593 0.550 760 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kaizen Financial Strategies CIK 0001842013 0.281 170 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Catalina Capital Group, LLC CIK 0002018090 0.294 173 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blackston Financial Advisory Group, LLC CIK 0001910984 0.526 106 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MKT Advisors LLC CIK 0001906802 0.646 155 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Soundwatch Capital LLC CIK 0001803253 0.945 53 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Interchange Capital Partners, LLC CIK 0001845998 0.075 430 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Balefire, LLC CIK 0001750924 0.097 475 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Net Worth Advisory Group CIK 0001791998 0.053 411 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GREENLEAF TRUST CIK 0001162170 0.957 867 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Able Wealth Management LLC CIK 0002011908 0.307 182 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NOESIS CAPITAL MANGEMENT CORP CIK 0001262677 0.606 124 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Gould Capital, LLC CIK 0001908965 0.411 217 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST FINANCIAL CORP /IN/ (THFF) CIK 0000714562 0.537 295 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆High Note Wealth, LLC CIK 0001807283 0.548 959 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valued Wealth Advisors LLC CIK 0002007175 0.794 913 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moser Wealth Advisors, LLC CIK 0001803081 0.424 200 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Whipplewood Advisors, LLC CIK 0002052510 0.077 636 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OGOREK ANTHONY JOSEPH /NY/ /ADV CIK 0000714364 0.585 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarity Asset Management, Inc. CIK 0001756759 0.213 66 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Capital Advisory, LLC CIK 0002018007 0.537 1163 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Briaud Financial Planning Inc CIK 0001800586 0.831 42 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hillsdale Investment Management Inc. CIK 0001368465 0.331 647 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nemes Rush Group LLC CIK 0001982273 0.516 945 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN, LISLE/CUMMINGS, INC. CIK 0000014745 0.272 1054 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Covestor Ltd CIK 0001909846 0.023 2832 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Redwood Park Advisors LLC CIK 0002056274 0.690 351 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Eukles Asset Management CIK 0001632553 0.343 228 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plum Street Advisors, LLC CIK 0002068236 0.454 107 0.0 0.0% 0 -3.9 pp -3.3 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TABLEAUX LLC CIK 0002060663 0.396 120 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just GLDM). Qtrs Held counts distinct quarters this fund has actually held GLDM (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its GLDM position size. Δ columns are the percentage-point change in GLDM's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status