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Spdr Gold Minishares Trust shares owned by Lifelong Wealth Advisors

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

Historical chart of Lifelong 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 Lifelong 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 Lifelong Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $967k 13k 76.45
2025-06-30 $783k 12k 65.52
2025-03-31 $926k 15k 61.89
2024-12-31 $433k 8.3k 51.99

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Ishares Tr U.s. Tech Etf (IYW)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Oracle Corporation (ORCL)
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Ishares Tr S&p 500 Val Etf (IVE)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Total Usd (IUSB)

View all positions for Lifelong Wealth Advisors

Top funds holding Spdr Gold Minishares Trust

Sumitomo Mitsui Trust Holdings
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
Stifel Financial

View all funds holding Spdr Gold Minishares Trust