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Cassaday & Co Wealth Management LLC: GLDM position timeline

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

Cassaday & Co Wealth Management LLC held 3,334,702 GLDM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,334,702 shares
    Change vs previous 13F +6,342 shares

    4.97% of the 13F portfolio, value $264,842,024.

    13F-HR 0001963612-26-000004 filed by Cassaday & Co 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 3,328,360 shares
    Change vs previous 13F -48,907 shares

    6.57% of the 13F portfolio, value $308,505,732.

    13F-HR 0001963612-26-000002 filed by Cassaday & Co 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 3,377,267 shares
    Change vs previous 13F -30,498 shares

    6.08% of the 13F portfolio, value $288,317,274.

    13F-HR 0001963612-26-000001 filed by Cassaday & Co 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 3,407,765 shares
    Change vs previous 13F +1,416 shares

    6.01% of the 13F portfolio, value $260,523,635.

    13F-HR 0001963612-25-000002 filed by Cassaday & Co 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 3,406,349 shares
    Change vs previous 13F -2,321,003 shares

    5.59% of the 13F portfolio, value $223,183,987.

    13F-HR 0001765380-25-000286 filed by Cassaday & Co 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 5,727,352 shares
    Change vs previous 13F -17,074 shares

    9.97% of the 13F portfolio, value $354,465,816.

    13F-HR 0001765380-25-000163 filed by Cassaday & Co 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 5,744,426 shares
    Change vs previous 13F +106,433 shares

    8.15% of the 13F portfolio, value $298,652,708.

    13F-HR 0001765380-25-000031 filed by Cassaday & Co 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 5,637,993 shares
    Change vs previous 13F not available

    8.31% of the 13F portfolio, value $293,908,576.

    13F-HR 0001765380-24-000408 filed by Cassaday & Co Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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