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Spdr Gold Minishares Trust shares owned by Genesis Wealth Advisors

Quarter-by-quarter ownership of Spdr Gold Minishares Trust (GLDM) shares owned by Genesis Wealth Advisors from 13F filings

Historical chart of Genesis Wealth Advisors investment in Spdr Gold Minishares Trust

Tip: Access up to 7 years of quarterly data

All positions including Spdr Gold Minishares Trust held by Genesis Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Gold Minishares Trust by Genesis Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.4M 32k 76.45
2025-06-30 $2.0M 31k 65.52
2025-03-31 $2.2M 36k 61.89
2024-12-31 $3.8M 73k 51.99

More positions owned by Genesis Wealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Wellington Us Quality (VFQY)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Msci Equal Weite (EUSA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Msci Intl Qualty (IQLT)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Mbs Etf (MBB)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Series Trust Bloomberg Emergi (EBND)
Johnson & Johnson (JNJ)
World Gold Tr Spdr Gld Minis (GLDM)

View all positions for Genesis Wealth Advisors

Top funds holding Spdr Gold Minishares Trust

Sumitomo Mitsui Trust Holdings
Morgan Stanley
Evoke Wealth
Empower Advisory Group
Wells Fargo & Company
Diam
Cassaday & Co Wealth Management
UBS Group
LPL Financial
State Street Corporation
3EDGE Asset Management
Ameriprise Financial
Principal Financial Group
Evergreen Quality Fund GP
Advisor Group Holdings

View all funds holding Spdr Gold Minishares Trust