GREAT VALLEY ADVISOR GROUP, INC.
Holdings in GLDM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $68,753,839 | 805,363 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $68,018,635 | 889,714 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $55,545,038 | 847,757 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $59,352,943 | 959,007 | Shares | Sole | 2025-05-08 |
| 2024-12-31 | $47,732,642 | 918,112 | Shares | Sole | 2025-02-24 |
| 2024-09-30 | $45,569,230 | 874,146 | Shares | Sole | 2024-11-12 |
| 2024-06-30 | $41,477,082 | 899,915 | Shares | Sole | 2024-07-16 |
| 2024-03-31 | $37,025,831 | 840,541 | Shares | Sole | 2024-05-06 |
| 2023-12-31 | $26,278,129 | 642,340 | Shares | Sole | 2024-02-06 |
| 2023-09-30 | $3,770,004 | 102,837 | Shares | Sole | 2023-11-07 |
| 2023-06-30 | $2,831,153 | 74,328 | Shares | Sole | 2023-08-10 |
| 2023-03-31 | $1,851,975 | 47,353 | Shares | Sole | 2023-05-03 |