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Disclosery

AE Wealth Management LLC: GLDM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AE Wealth Management LLC on GLDM, newest first. How the timeline and the estimate are built.

AE Wealth Management LLC held 277,490 GLDM shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 277,490 shares
    Change vs previous 13F +28,100 shares

    0.1% of the 13F portfolio, value $22,038,222.

    13F-HR 0001697723-26-000007 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 249,390 shares
    Change vs previous 13F -81,260 shares

    0.12% of the 13F portfolio, value $23,115,997.

    13F-HR 0001697723-26-000006 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 330,650 shares
    Change vs previous 13F +89,313 shares

    0.16% of the 13F portfolio, value $28,227,590.

    13F-HR 0001697723-26-000001 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 241,337 shares
    Change vs previous 13F +71,845 shares

    0.12% of the 13F portfolio, value $18,450,215.

    13F-HR 0001697723-25-000007 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 169,492 shares
    Change vs previous 13F -6,625 shares

    0.08% of the 13F portfolio, value $11,105,115.

    13F-HR 0001697723-25-000004 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 176,117 shares
    Change vs previous 13F +48,275 shares

    0.09% of the 13F portfolio, value $10,899,882.

    13F-HR 0001697723-25-000003 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 127,842 shares
    Change vs previous 13F +76,682 shares

    0.06% of the 13F portfolio, value $6,646,505.

    13F-HR 0001697723-25-000001 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 51,160 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,666,960.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).