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Visionary Wealth Advisors: GLDM position timeline

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

Visionary Wealth Advisors held 31,814 GLDM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,814 shares
    Change vs previous 13F +10,074 shares

    0.1% of the 13F portfolio, value $2,526,668.

    13F-HR 0001802984-26-000005 filed by Visionary Wealth Advisors
    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 21,740 shares
    Change vs previous 13F -4,046 shares

    0.09% of the 13F portfolio, value $2,015,081.

    13F-HR 0001802984-26-000004 filed by Visionary Wealth Advisors
    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 25,786 shares
    Change vs previous 13F -3,358 shares

    0.1% of the 13F portfolio, value $2,201,351.

    13F-HR 0001802984-26-000001 filed by Visionary Wealth Advisors
    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 29,144 shares
    Change vs previous 13F +1,202 shares

    0.1% of the 13F portfolio, value $2,228,059.

    13F-HR 0001802984-25-000008 filed by Visionary Wealth Advisors
    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 27,942 shares
    Change vs previous 13F +1,976 shares

    0.09% of the 13F portfolio, value $1,830,760.

    13F-HR 0001802984-25-000006 filed by Visionary Wealth Advisors
    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 25,966 shares
    Change vs previous 13F -11,343 shares

    0.1% of the 13F portfolio, value $1,607,036.

    13F-HR 0001802984-25-000005 filed by Visionary Wealth Advisors
    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 37,309 shares
    Change vs previous 13F -1,334 shares

    0.11% of the 13F portfolio, value $1,939,695.

    13F-HR 0001802984-25-000002 filed by Visionary Wealth Advisors
    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 38,643 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $2,014,460.

    13F-HR 0001802984-24-000006 filed by Visionary Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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