Signals

← Signals

☆GLDM

783 in-universe funds with a nonzero position in GLDM within the trailing 4 quarters, as of 2025Q3

Catalyst Timeline merged from Insider (Form 4), 8-K and Ownership/dilution filings already on file -- not a live news feed

DateTypeWhat happened
2026-02-09 8-K Item(s) 5.02
2025-12-05 8-K Item(s) 1.02 -- negative
2024-05-29 8-K Item(s) 8.01, 9.01
2024-04-01 8-K Item(s) 5.02
2023-12-04 8-K Item(s) 1.01, 9.01
2023-10-27 8-K Item(s) 8.01, 9.01
2023-09-12 8-K Item(s) 5.02
2023-03-29 8-K Item(s) 5.02
2023-01-03 8-K Item(s) 5.02
2022-10-13 8-K Item(s) 5.02
2022-09-20 Ownership Dilution filing by World Gold Trust (S-3)

Flow ranking

Rank#353
Score / z0.536 / 0.80
Consensus288.03 over 560 funds
Momentumno 12m return

Price & positioning

225 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
–
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 1,412.6 0.8% 2 +0.2 pp +0.8 pp +0.8 pp +0.8 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 658.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 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 563.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 554.4 11.6% 2 +0.8 pp +11.6 pp +11.6 pp +11.6 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 432.4 1.2% 2 +0.2 pp +1.2 pp +1.2 pp +1.2 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 392.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Asset Management One Co., Ltd. CIK 0001068855 0.899 957 261.3 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 260.5 6.0% 2 +0.4 pp +6.0 pp +6.0 pp +6.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 253.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 231.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 206.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆3EDGE Asset Management, LP CIK 0001665605 0.494 94 206.4 11.7% 2 +2.6 pp +11.7 pp +11.7 pp +11.7 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 203.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 194.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Evergreen Quality Fund GP, Ltd. CIK 0002016939 0.176 43 169.2 3.8% 2 +0.7 pp +3.8 pp +3.8 pp +3.8 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 147.3 0.2% 3 +0.2 pp +0.1 pp +0.2 pp +0.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 140.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mizuho Bank, Ltd. CIK 0001512734 0.000 6 137.8 15.3% 1 +15.3 pp +15.3 pp +15.3 pp +15.3 pp
☆Resona Asset Management Co.,Ltd. CIK 0001944142 0.855 786 131.9 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆Sumitomo Mitsui DS Asset Management Company, Ltd CIK 0001411530 0.778 767 126.3 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 115.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 110.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Strategic Financial Services, Inc. CIK 0001432539 0.922 155 106.9 5.4% 2 +0.5 pp +5.4 pp +5.4 pp +5.4 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 106.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 102.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 100.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 99.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Hollow Brook Wealth Management LLC CIK 0001455251 0.318 77 95.4 22.6% 2 -0.6 pp +22.6 pp +22.6 pp +22.6 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 92.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 90.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 86.4 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 82.1 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 75.9 1.3% 2 +0.2 pp +1.3 pp +1.3 pp +1.3 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 69.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 68.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 68.0 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 62.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 56.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Greenline Partners, LLC CIK 0001697323 0.573 149 56.3 6.8% 2 -1.0 pp +6.8 pp +6.8 pp +6.8 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 56.2 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 55.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Capitolis Liquid Global Markets LLC CIK 0001960050 0.597 317 55.1 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Parcion Private Wealth LLC CIK 0001801263 0.489 529 50.8 3.2% 2 +0.1 pp +3.2 pp +3.2 pp +3.2 pp
☆NEPC LLC CIK 0001424799 0.960 53 47.0 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 43.1 10.3% 3 +0.7 pp +3.0 pp +10.3 pp +10.3 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 42.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 42.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fullerton Fund Management Co Ltd. CIK 0001592746 0.427 119 42.4 1.6% 2 -0.2 pp +1.6 pp +1.6 pp +1.6 pp
☆Capital Planning Advisors, LLC CIK 0001631941 0.535 146 41.8 5.7% 2 +0.5 pp +5.7 pp +5.7 pp +5.7 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 41.4 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 39.5 3.5% 3 +0.3 pp -0.1 pp +3.5 pp +3.5 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 38.4 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 38.2 1.0% 2 +0.3 pp +1.0 pp +1.0 pp +1.0 pp
☆CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 37.3 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 36.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Main Street Research LLC CIK 0001513211 0.625 140 35.7 1.9% 2 +0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆OVERSEA-CHINESE BANKING Corp Ltd CIK 0001291318 0.548 343 35.7 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 35.4 8.0% 2 +0.4 pp +8.0 pp +8.0 pp +8.0 pp
☆NISSAY ASSET MANAGEMENT CORP /JAPAN CIK 0000869589 0.804 687 34.2 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Bluespring Wealth Management, LLC CIK 0001557485 0.000 549 33.5 2.9% 2 +0.1 pp +2.9 pp +2.9 pp +2.9 pp
☆Bangor Savings Bank CIK 0001352675 0.827 543 33.4 2.8% 2 +0.3 pp +2.8 pp +2.8 pp +2.8 pp
☆SENTINEL PENSION ADVISORS, LLC CIK 0001802290 0.809 147 29.6 4.7% 2 -0.1 pp +4.7 pp +4.7 pp +4.7 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 28.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mission Creek Capital Partners, Inc. CIK 0001801583 0.262 231 28.2 5.6% 2 +0.2 pp +5.6 pp +5.6 pp +5.6 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 27.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evernest Financial Advisors, LLC CIK 0002009530 0.479 191 27.4 7.7% 2 -0.7 pp +7.7 pp +7.7 pp +7.7 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 26.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 25.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 24.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 22.5 3.5% 2 +0.4 pp +3.5 pp +3.5 pp +3.5 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 22.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MCMORGAN & CO LLC CIK 0001162695 0.818 37 20.4 3.1% 2 +0.4 pp +3.1 pp +3.1 pp +3.1 pp
☆BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 19.7 1.7% 2 +0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆NavPoint Financial, Inc. CIK 0002009813 0.506 74 19.4 10.2% 2 +0.0 pp +10.2 pp +10.2 pp +10.2 pp
☆Evercore Wealth Management, LLC CIK 0001482689 0.807 433 19.2 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 19.2 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆PEAK FINANCIAL ADVISORS LLC CIK 0001843309 0.106 78 19.1 9.1% 2 +0.8 pp +9.1 pp +9.1 pp +9.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 19.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 18.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CONTINUUM WEALTH ADVISORS, LLC CIK 0001966482 0.510 82 18.7 8.0% 2 +0.8 pp +8.0 pp +8.0 pp +8.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 18.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Piedmont Capital Management, LLC CIK 0001656150 0.145 58 18.1 9.6% 2 +0.6 pp +9.6 pp +9.6 pp +9.6 pp
☆Timber Creek Capital Management LLC CIK 0001510848 0.327 80 17.1 4.1% 2 +0.3 pp +4.1 pp +4.1 pp +4.1 pp
☆NOTTINGHAM ADVISORS, INC. CIK 0001093276 0.752 122 17.0 2.4% 2 +0.3 pp +2.4 pp +2.4 pp +2.4 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 16.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 16.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 16.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 16.0 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆ALTFEST L J & CO INC CIK 0000712050 0.249 311 15.9 1.8% 2 +0.3 pp +1.8 pp +1.8 pp +1.8 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 15.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MEDICI CAPITAL LLC CIK 0001777234 0.580 6 15.6 11.6% 2 -3.6 pp +11.6 pp +11.6 pp +11.6 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 15.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Warren Street Wealth Advisors, LLC CIK 0001703496 0.661 149 15.1 4.5% 2 -0.7 pp +4.5 pp +4.5 pp +4.5 pp
☆GOULD ASSET MANAGEMENT LLC /CA/ CIK 0001091961 0.732 176 15.0 2.8% 2 -0.2 pp +2.8 pp +2.8 pp +2.8 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 14.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Encompass More Asset Management CIK 0002011218 0.126 270 14.8 2.8% 2 -0.4 pp +2.8 pp +2.8 pp +2.8 pp
☆China Universal Asset Management Co., Ltd. CIK 0001906594 0.356 513 14.5 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 13.7 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 13.6 1.0% 2 +0.4 pp +1.0 pp +1.0 pp +1.0 pp
☆Alaska Permanent Fund Corp CIK 0001582681 0.879 14 13.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆SAGE PRIVATE WEALTH GROUP, LLC CIK 0001845635 0.659 100 13.0 7.3% 2 -0.1 pp +7.3 pp +7.3 pp +7.3 pp
☆Avid Wealth Partners LLC CIK 0001992344 0.237 77 12.7 6.3% 2 +0.4 pp +6.3 pp +6.3 pp +6.3 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 12.6 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆LWM Advisory Services, LLC CIK 0001697716 0.020 80 12.3 7.2% 2 -4.5 pp +7.2 pp +7.2 pp +7.2 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 12.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 12.1 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 12.1 0.3% 2 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆New Perspectives, Inc CIK 0001909565 0.875 49 12.1 5.4% 2 +0.4 pp +5.4 pp +5.4 pp +5.4 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 11.9 0.9% 2 +0.3 pp +0.9 pp +0.9 pp +0.9 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 11.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Buck Wealth Strategies, LLC CIK 0001973259 0.427 1170 11.7 1.6% 2 +0.2 pp +1.6 pp +1.6 pp +1.6 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 11.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆R. W. Roge & Company, Inc. CIK 0001800745 0.673 68 11.1 5.7% 2 +0.5 pp +5.7 pp +5.7 pp +5.7 pp
☆Plum Street Advisors, LLC CIK 0002068236 0.454 107 10.8 4.2% 1 +4.2 pp +0.3 pp +0.9 pp +4.2 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 10.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sterling Investment Advisors, Ltd. CIK 0001701132 0.353 225 10.4 2.0% 2 +0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆Wealth Advisory Solutions, LLC CIK 0001834802 0.511 150 10.4 2.5% 2 +0.3 pp +2.5 pp +2.5 pp +2.5 pp
☆Cardinal Strategic Wealth Guidance CIK 0001801989 0.477 67 10.3 2.8% 2 +0.4 pp +2.8 pp +2.8 pp +2.8 pp
☆RETIREMENT INCOME SOLUTIONS, INC CIK 0001730386 0.825 172 10.2 1.7% 2 +0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆Accretive Wealth Partners, LLC CIK 0001844444 0.375 177 10.0 3.0% 2 +0.3 pp +3.0 pp +3.0 pp +3.0 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 9.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 9.7 0.6% 2 +0.5 pp +0.6 pp +0.6 pp +0.6 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 9.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Hudson Capital Management LLC CIK 0001727342 0.530 74 9.3 2.5% 2 +0.1 pp +2.5 pp +2.5 pp +2.5 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 9.2 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆CHATHAM CAPITAL GROUP, INC. CIK 0001108969 0.378 200 9.2 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 9.0 0.4% 1 +0.4 pp +0.4 pp +0.3 pp +0.4 pp
☆Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 8.8 1.3% 2 +0.5 pp +1.3 pp +1.3 pp +1.3 pp
☆AIFG Consultants Ltd. CIK 0001988547 0.214 54 8.7 15.4% 2 -1.1 pp +15.4 pp +15.4 pp +15.4 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.517 343 8.6 1.4% 2 +0.2 pp +1.4 pp +1.4 pp +1.4 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 8.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 8.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avos Capital Management, LLC CIK 0001948622 0.794 22 8.5 3.9% 2 +0.4 pp +3.9 pp +3.9 pp +3.9 pp
☆Copley Financial Group, Inc. CIK 0002045258 0.304 118 8.3 5.7% 3 -0.1 pp +0.7 pp +5.7 pp +5.7 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 8.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MANAGED ASSET PORTFOLIOS, LLC CIK 0001600999 0.325 51 8.2 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆ABOUND FINANCIAL, LLC CIK 0002024264 0.709 297 8.1 3.2% 2 -0.2 pp +3.2 pp +3.2 pp +3.2 pp
☆AMJ Financial Wealth Management CIK 0001801585 0.571 83 8.1 2.0% 2 +0.1 pp +2.0 pp +2.0 pp +2.0 pp
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☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 6.8 0.3% 3 +0.3 pp +0.1 pp +0.3 pp +0.3 pp
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☆Copperwynd Financial, LLC CIK 0001687832 0.193 156 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Horan Securities, Inc. CIK 0001671623 0.663 152 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Keudell/Morrison Wealth Management CIK 0001785498 0.454 254 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
☆B&D White Capital Company, LLC CIK 0001752523 0.254 94 0.0 0.0% 0 -1.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Hamilton Capital, LLC CIK 0001646639 0.954 159 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 -0.0 pp +0.0 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 (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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