Signals

← Signals

☆GLDM

1112 in-universe funds with a nonzero position in GLDM within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#528
Score / z0.343 / 0.39
Consensus329.10 over 620 funds
Momentumno 12m return

Price & positioning

227 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

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

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 1,593.0 0.9% 5 -0.2 pp -0.0 pp +0.1 pp +0.3 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 843.0 0.1% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 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 669.5 0.0% 7 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SBI Okasan Asset Management Co.Ltd. CIK 0001535128 0.539 320 624.9 20.5% 2 +13.8 pp +20.5 pp +20.5 pp +20.5 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 595.4 2.3% 5 +2.3 pp +2.3 pp +2.3 pp +2.3 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 570.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 522.7 1.2% 5 -0.2 pp -0.1 pp +0.0 pp +0.2 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 317.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Resona Asset Management Co.,Ltd. CIK 0001944142 0.855 786 294.7 1.4% 5 -0.1 pp +0.5 pp +0.8 pp +1.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 267.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 264.8 5.0% 5 -1.6 pp -1.1 pp -1.0 pp -0.6 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 255.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 219.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 201.0 3.6% 2 -0.8 pp +3.6 pp +3.6 pp +3.6 pp
☆Sumitomo Mitsui DS Asset Management Company, Ltd CIK 0001411530 0.778 767 167.5 1.2% 5 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 159.1 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 157.7 0.5% 5 +0.0 pp +0.4 pp +0.5 pp +0.5 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 148.3 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 140.6 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 139.1 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 129.4 0.2% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 127.2 0.1% 6 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 120.5 1.7% 5 -0.7 pp +0.2 pp +0.4 pp +0.6 pp
☆Evergreen Quality Fund GP, Ltd. CIK 0002016939 0.176 43 118.2 1.9% 5 -3.6 pp -2.5 pp -1.8 pp -1.2 pp
☆Asset Management One Co., Ltd. CIK 0001068855 0.899 957 114.7 0.3% 5 -0.1 pp -0.3 pp -0.5 pp -0.5 pp
☆REGENTS OF THE UNIVERSITY OF CALIFORNIA CIK 0000315054 0.902 11 114.3 2.6% 2 -2.1 pp +2.6 pp +2.6 pp +2.6 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 102.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Hollow Brook Wealth Management LLC CIK 0001455251 0.318 77 99.3 19.8% 5 -9.1 pp -7.2 pp -2.8 pp -3.5 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 96.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 91.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 89.4 0.8% 5 +0.1 pp -0.1 pp -0.2 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 89.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 84.0 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 77.7 0.2% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 76.0 0.5% 5 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 71.7 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 68.8 1.1% 5 -0.3 pp -0.2 pp -0.3 pp -0.1 pp
☆NISSAY ASSET MANAGEMENT CORP /JAPAN CIK 0000869589 0.804 687 65.6 0.3% 5 -0.1 pp +0.0 pp +0.1 pp +0.2 pp
☆Argos Wealth Advisors, LLC CIK 0001809154 0.478 224 61.8 16.4% 2 -4.4 pp +16.4 pp +16.4 pp +16.4 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 57.4 0.4% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 53.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆3EDGE Asset Management, LP CIK 0001665605 0.494 94 53.1 2.4% 5 -0.6 pp -2.2 pp -9.3 pp -6.6 pp
☆NEPC LLC CIK 0001424799 0.960 53 52.7 1.0% 5 +0.0 pp -0.2 pp -0.3 pp -0.2 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 52.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 51.9 0.2% 5 -0.1 pp -0.0 pp +0.0 pp +0.1 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 51.3 0.9% 5 -0.3 pp +0.8 pp +0.8 pp +0.8 pp
☆Fullerton Fund Management Co Ltd. CIK 0001592746 0.427 119 50.8 3.3% 5 +0.8 pp +1.9 pp +1.6 pp +1.4 pp
☆Parcion Private Wealth LLC CIK 0001801263 0.489 529 49.9 2.8% 5 -0.8 pp -0.7 pp -0.4 pp -0.3 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 48.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Verde Servicos Internacionais S.A. CIK 0001629290 0.196 49 47.3 17.3% 3 +0.4 pp +7.3 pp +17.3 pp +17.3 pp
☆Strategic Financial Services, Inc. CIK 0001432539 0.922 155 44.6 2.0% 5 -0.6 pp -2.2 pp -3.4 pp -2.9 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 42.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Greenline Partners, LLC CIK 0001697323 0.573 149 41.6 4.2% 5 -1.0 pp -1.6 pp -2.6 pp -3.6 pp
☆CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 41.5 0.6% 5 +0.2 pp +0.2 pp +0.1 pp +0.2 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 41.3 0.9% 5 -0.5 pp -0.2 pp -0.0 pp +0.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 41.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 41.0 2.8% 6 -0.8 pp -0.7 pp -0.7 pp -0.4 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 39.0 8.2% 6 -1.5 pp -1.9 pp -2.1 pp -1.4 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 37.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bangor Savings Bank CIK 0001352675 0.827 543 37.2 2.7% 5 -0.7 pp -0.3 pp -0.0 pp +0.2 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 36.4 0.1% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 36.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 35.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FULTON BREAKEFIELD BROENNIMAN LLC CIK 0001119254 0.688 208 35.8 2.1% 5 +0.1 pp +1.4 pp +2.1 pp +2.1 pp
☆Evercore Wealth Management, LLC CIK 0001482689 0.807 433 34.8 0.5% 5 -0.1 pp +0.0 pp +0.2 pp +0.4 pp
☆SENTINEL PENSION ADVISORS, LLC CIK 0001802290 0.809 147 33.5 4.4% 5 -1.1 pp -0.8 pp -0.3 pp -0.5 pp
☆Mission Creek Capital Partners, Inc. CIK 0001801583 0.262 231 30.4 5.3% 5 -1.8 pp -1.3 pp -0.2 pp -0.1 pp
☆TLT Family Holdco ULC CIK 0002081869 0.150 9 30.0 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆OVERSEA-CHINESE BANKING Corp Ltd CIK 0001291318 0.548 343 29.6 0.7% 5 -1.1 pp -0.8 pp -0.2 pp -0.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 28.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 25.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 23.3 0.0% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 23.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 22.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 22.0 0.1% 5 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆CONTINUUM WEALTH ADVISORS, LLC CIK 0001966482 0.510 82 21.9 7.4% 5 -2.4 pp -1.8 pp -0.6 pp +0.2 pp
☆Evernest Financial Advisors, LLC CIK 0002009530 0.479 191 21.8 4.6% 5 -0.8 pp -2.2 pp -3.1 pp -3.9 pp
☆China Universal Asset Management Co., Ltd. CIK 0001906594 0.356 513 21.7 1.3% 5 -1.2 pp -0.1 pp +0.1 pp +0.1 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 21.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 20.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NavPoint Financial, Inc. CIK 0002009813 0.506 74 20.4 7.6% 5 -2.1 pp -1.8 pp -2.6 pp -2.6 pp
☆Virtu Financial LLC CIK 0001533964 0.177 1548 19.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 19.6 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆INVESTMENT MANAGEMENT ASSOCIATES INC /ADV CIK 0000052024 0.482 27 19.5 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆Alvarez & Marsal Private Wealth Partners, LLC CIK 0002109121 0.799 107 19.1 2.5% 2 -0.6 pp +2.5 pp +2.5 pp +2.5 pp
☆BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 18.9 1.4% 5 -0.3 pp -0.2 pp -0.3 pp -0.2 pp
☆Timber Creek Capital Management LLC CIK 0001510848 0.327 80 18.6 3.8% 5 -1.5 pp -0.5 pp -0.3 pp -0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 18.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LTS Liquid Investments LLC CIK 0001973154 0.580 8 18.1 9.7% 1 +9.7 pp +9.7 pp +9.7 pp +9.7 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 18.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 17.4 3.7% 5 -0.6 pp -0.1 pp +0.1 pp +0.6 pp
☆GOULD ASSET MANAGEMENT LLC /CA/ CIK 0001091961 0.732 176 17.3 2.7% 5 +1.3 pp +0.2 pp -0.1 pp -0.3 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 17.1 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 17.1 0.5% 5 -0.2 pp -0.1 pp -0.1 pp -0.0 pp
☆Summitas Investment Management LLC CIK 0002134540 0.827 10 16.6 12.4% 2 -3.6 pp +12.4 pp +12.4 pp +12.4 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 15.9 1.0% 5 -0.2 pp -0.1 pp -0.1 pp +0.0 pp
☆a16z Perennial Management, L.P. CIK 0002009275 0.680 61 15.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆SAGE PRIVATE WEALTH GROUP, LLC CIK 0001845635 0.659 100 14.3 6.4% 5 -1.3 pp -1.6 pp -0.8 pp -1.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 14.1 1.0% 5 -0.3 pp -0.2 pp -0.1 pp -0.1 pp
☆PEAK FINANCIAL ADVISORS LLC CIK 0001843309 0.106 78 13.8 5.7% 5 -1.1 pp -2.0 pp -3.4 pp -2.6 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 13.7 0.3% 5 -0.1 pp -0.1 pp -0.0 pp +0.2 pp
☆NOTTINGHAM ADVISORS, INC. CIK 0001093276 0.752 122 13.3 1.6% 5 -0.4 pp -0.3 pp -0.8 pp -0.5 pp
☆Alliance Wealth Advisors, LLC /UT CIK 0001893261 0.283 235 13.2 2.5% 1 +2.5 pp +0.9 pp +2.5 pp +0.8 pp
☆Quantum Financial Advisors, LLC CIK 0001929139 0.709 251 13.2 1.3% 5 -0.5 pp -0.3 pp +0.4 pp +0.5 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 13.1 0.2% 5 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Avid Wealth Partners LLC CIK 0001992344 0.237 77 13.1 6.3% 5 -0.4 pp -0.2 pp +0.0 pp +0.5 pp
☆Warren Street Wealth Advisors, LLC CIK 0001703496 0.661 149 12.9 2.9% 5 -0.8 pp -1.8 pp -1.6 pp -2.4 pp
☆January Capital Advisors LLC CIK 0001855967 0.065 55 12.6 10.6% 1 +10.6 pp +10.6 pp +10.6 pp +10.6 pp
☆Apriem Advisors CIK 0001425165 0.679 182 12.6 1.1% 2 +0.6 pp +1.1 pp +1.1 pp +1.1 pp
☆Buck Wealth Strategies, LLC CIK 0001973259 0.427 1170 12.6 1.3% 5 -0.5 pp -0.4 pp -0.3 pp -0.1 pp
☆RETIREMENT INCOME SOLUTIONS, INC CIK 0001730386 0.825 172 12.0 2.1% 5 +0.0 pp +0.2 pp +0.3 pp +0.4 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 12.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆R. W. Roge & Company, Inc. CIK 0001800745 0.673 68 11.7 5.0% 5 -1.4 pp -1.1 pp -0.7 pp -0.2 pp
☆New Perspectives, Inc CIK 0001909565 0.875 49 11.5 3.5% 5 -1.6 pp -1.2 pp -1.9 pp -1.5 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 11.4 0.5% 1 +0.5 pp +0.1 pp +0.5 pp +0.2 pp
☆Accretive Wealth Partners, LLC CIK 0001844444 0.375 177 11.2 2.7% 5 -0.7 pp -0.5 pp -0.3 pp -0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 11.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Plum Street Advisors, LLC CIK 0002068236 0.454 107 11.0 3.5% 1 +3.5 pp -0.5 pp -0.7 pp +3.5 pp
☆McAlvany Wealth Management LLC CIK 0002123857 0.296 48 11.0 8.2% 2 -1.4 pp +8.2 pp +8.2 pp +8.2 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.516 343 10.9 1.3% 5 -0.2 pp -0.2 pp -0.1 pp +0.1 pp
☆AA Financial Advisors, LLC CIK 0002016899 0.439 230 10.8 1.3% 3 +0.2 pp +0.9 pp +1.3 pp +1.3 pp
☆Pitcairn Wealth Advisors LLC CIK 0002089089 0.272 281 10.8 1.2% 2 +0.5 pp +1.2 pp +1.2 pp +1.2 pp
☆KPP Advisory Services LLC CIK 0001989349 0.344 361 10.0 1.3% 4 -0.3 pp +0.1 pp +0.8 pp +1.3 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 9.8 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 9.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 9.7 0.5% 5 -0.1 pp +0.2 pp +0.1 pp +0.1 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 9.6 0.8% 3 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.752 185 9.5 1.1% 5 -0.3 pp -0.1 pp +0.4 pp +0.2 pp
☆Wealth Advisory Solutions, LLC CIK 0001834802 0.511 150 9.5 2.0% 5 -0.5 pp -0.7 pp -0.6 pp -0.2 pp
☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 9.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AAF Wealth Management, LLC CIK 0001726609 0.752 57 9.3 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Kraft, Davis & Associates, LLC CIK 0001919438 0.453 155 9.2 1.9% 3 -0.3 pp -0.0 pp +1.9 pp +1.9 pp
☆RM Financial Services, LLC CIK 0002109852 0.299 79 9.2 6.8% 2 -2.4 pp +6.8 pp +6.8 pp +6.8 pp
☆Napier Financial, LLC CIK 0002086579 0.647 472 9.1 1.9% 2 -0.5 pp +1.9 pp +1.9 pp +1.9 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 9.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 9.0 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO CIK 0000315024 0.817 6 9.0 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆AMJ Financial Wealth Management CIK 0001801585 0.571 83 8.8 2.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Hudson Capital Management LLC CIK 0001727342 0.530 74 8.5 2.1% 5 -0.6 pp -0.4 pp -0.4 pp -0.3 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 8.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MCMORGAN & CO LLC CIK 0001162695 0.818 37 8.4 1.3% 5 -0.6 pp -2.1 pp -1.9 pp -1.5 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 8.3 1.9% 5 -0.9 pp -1.1 pp -0.3 pp +0.3 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 8.3 0.5% 5 -0.1 pp -0.1 pp +0.0 pp +0.1 pp
☆Daiwa Securities Group Inc. (DSECF, DSEEY) CIK 0001481045 0.897 1126 8.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 8.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Secure Asset Management, LLC CIK 0001800692 0.269 320 8.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
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☆ENTREWEALTH, LLC CIK 0002052200 0.265 140 7.7 2.9% 5 -0.2 pp -0.1 pp +0.3 pp +0.3 pp
☆CABOT WEALTH MANAGEMENT INC CIK 0001016683 0.214 142 7.7 0.8% 5 -0.2 pp +0.1 pp +0.2 pp +0.2 pp
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☆PFG Advisors CIK 0001694435 0.248 791 7.6 0.4% 5 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
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☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 7.5 0.7% 5 -0.2 pp -0.4 pp -0.4 pp -0.5 pp
☆BAKER TILLY WEALTH MANAGEMENT, LLC CIK 0001840565 0.300 284 7.5 1.6% 5 -0.7 pp -0.4 pp +0.0 pp -0.3 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 7.4 0.3% 5 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wilkerson Advisory Group LLC CIK 0002079661 0.599 620 7.3 2.2% 2 -0.7 pp +2.2 pp +2.2 pp +2.2 pp
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☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 7.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 7.0 2.6% 5 -0.6 pp -0.5 pp -0.6 pp -0.5 pp
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☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 6.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 6.8 0.1% 5 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 6.8 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
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☆Seven Post Investment Office LP CIK 0001554308 0.797 42 6.3 1.8% 5 -0.3 pp -0.3 pp -0.1 pp +0.1 pp
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☆Compass Wealth Management, LLC/GA CIK 0002076480 0.400 74 6.1 2.4% 4 -0.4 pp +0.1 pp +0.4 pp +2.4 pp
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☆AMG National Trust Bank CIK 0001388829 0.744 439 6.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆PENOBSCOT WEALTH MANAGEMENT CIK 0001875768 0.683 117 6.0 1.6% 5 -0.1 pp +0.2 pp +0.2 pp +0.3 pp
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☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 5.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 4.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆MARINO, STRAM & ASSOCIATES LLC CIK 0001099762 0.710 202 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DGS Capital Management, LLC CIK 0001900110 0.204 619 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆D'Orazio & Associates, Inc. CIK 0001646821 0.663 322 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOBIAS FINANCIAL ADVISORS, INC. CIK 0001802080 0.735 147 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wells Financial Advisors INC CIK 0001844454 0.000 42 0.0 0.0% 0 +0.0 pp -0.2 pp -0.0 pp +0.0 pp
☆LifeWealth Investments, LLC CIK 0002033794 0.416 136 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.6 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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