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Spdr Gold Minishares Trust shares owned by Wells Financial Advisors

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

Historical chart of Wells Financial 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 Wells Financial 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 Wells Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $84k 985 85.37
2025-09-30 $15k 200 76.45

More positions owned by Wells Financial Advisors

Vanguard Mega Cap Growth Etf Etf (MGK)
Vanguard Growth Index Fund Etf Etf (VUG)
Spdr Gold Shares Etf Etf (GLD)
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Vanguard Mega Cap Value Etf Etf (MGV)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Vanguard Mid-cap Index Fund Etf Etf (VO)
Vanguard Small-cap Index Fund Etf Etf (VB)
State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Vanguard Large-cap Index Fund Etf Etf (VV)
Vanguard Value Fund Etf Etf (VTV)
Vanguard Intermediate-term Treasury Etf Etf (VGIT)
Ishares Core Dividend Growth Etf Etf (DGRO)

View all positions for Wells Financial Advisors

Top funds holding Spdr Gold Minishares Trust

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

View all funds holding Spdr Gold Minishares Trust