Core Portfolio Holdings 3/28/2025
Rebalanced High Risk Portfolio Today 3/28/2025
Our Holdings 3/16/2025
High Risk Portfolio Holdings 3/16/2025
High Risk Portfolio Holdings 2-21-25
Rebalanced High Risk Portfolio 2/18/2025
Today we rebalanced our High-Risk Portfolio.
Buys: IBIT, UDOW, EDV, PULS, UCC, CURE, UXI
Sells: TQQQ, TECL, GLDM, UPRO
Current High Risk Portfolio holdings:
Our Holdings 2/15/2025
High Risk Portfolio Holdings 2/15/2025
Our Holdings 2/7/2025
High Risk Portfolio Holdings 2-7-25
Our Holdings 1-31-25
High Risk Portfolio Holdings 1-31-25
Our Holdings 1-24-25
High Risk Portfolio Holdings – Trimmed Profits – 1-24-25
Our Holdings 1-18-25
High Risk Portfolio Holdings 1-18-25
Our Holdings 1-11-25
High Risk Portfolio Holdings 1-11-25
Our Holdings 1-3-24
High Risk Portfolio Holdings 1-3-24
Our Holdings 12-28-24
High Risk Portfolio Holdings 12-28-24
Our Holdings 12-20-24
High Risk Portfolio Holdings 12-20-24
Our Holdings 11-1-24
High Risk Portfolio Holdings 11-1-24
My High Risk Portfolio Holdings 10-27-24
5 Best Gold ETFs to Hold Long Term 2.8
- IAUM – iShares® Gold Trust Micro
- GLDM – SPDR® Gold MiniShares
- AAAU – Goldman Sachs Physical Gold ETF
- BAR – GraniteShares Gold Trust
- IAU – iShares Gold Trust
Universe of Gold ETFs back tested for this article:
Portfolio Visualizer fund information:
Koyfin back test:
Testfol.io back test:
Thank for reading,
Micah (aka the Deep Value ETF Investor)
Spotlight ETF: GLDM, the Low-Cost Gold Fund Leader
“State Street launched the GLDM ETF in 2018 to offer a more affordable and accessible alternative to GLD, which had become the largest gold ETF in the world and now boasts a massive $78 billion AUM. The goal behind introducing GLDM was to cater to cost-conscious retail investors and those with smaller portfolios who wanted exposure to gold but found the higher expense ratio and share price of GLD less accessible.”
Read the full article at ETF . com: https://www.etf.com/sections/features/spotlight-etf-gldm-low-cost-gold-fund-leader
Our Holdings 10-18-24
The Deep Value ETF Accumulator Holdings 5-17-24
The Deep Value ETF Accumulator Holdings 5-11-24
The Deep Value ETF Accumulator Holdings 4-26-24
The Deep Value ETF Accumulator Holdings 3-30-24
The Deep Value ETF Accumulator Holdings 3-17-24
5 Best Gold ETFs to Buy and Hold: IAUM vs GLDM vs BAR vs AAAU vs IAU 1.7
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Asset Class: Gold
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Long-Term Performance: 7.49% CAGR
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Correlation to U.S. Markets: 0.03
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U.S. Large Cap Blend Performance (S&P 500): 10.62% CAGR
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Back test timeframe: January 1972 – February 2024
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Oldest ETF back tested: SPDR Gold Shares (GLD)
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Long-Term Performance: 7.73% CAGR
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Correlation to U.S. Markets: 0.09
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S&P 500 Performance: 9.97% CAGR
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Back test timeframe: December 2004 – February 2024
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Number of ETFs available in this asset class: 8
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Number of ETFs in this asset class that are 1-year old or older: 8
Gold vs S&P 500: January 1972 – February 2024
Continue reading “5 Best Gold ETFs to Buy and Hold: IAUM vs GLDM vs BAR vs AAAU vs IAU 1.7”
The Deep Value ETF Accumulator Holdings 12-30-23
The Deep Value ETF Accumulator Holdings 7-29-23
SPDR Gold MiniShares Trust (GLDM) Shares Acquired by Raymond James Financial Services Advisors Inc.
Read SPDR Gold MiniShares Trust (NYSEARCA:GLDM) Shares Acquired by Raymond James Financial Services Advisors Inc. at Defense World
— Read on www.defenseworld.net/2023/06/28/spdr-gold-minishares-trust-nysearcagldm-shares-acquired-by-raymond-james-financial-services-advisors-inc.html
SPDR® Gold MiniShares® Trust Marks 5th Anniversary with Over $6 Billion in Assets (GLDM)
State Street Global Advisors, the asset management business of State Street Corporation (NYSE: STT), has marked the 5th anniversary of its SPDR Gold M
— Read on www.businesswire.com/news/home/20230624979518/en/SPDR®-Gold-MiniShares®-Trust-Marks-5th-Anniversary-with-Over-6-Billion-in-Assets
Trimmed Profits in Gold Holdings (GLDM) 5-19-23
Yesterday we trimmed some profits in our SPDR® Gold MiniShares® Trust (GLDM) holdings. Buy 35.79. Sell 38.87. Read why we invest in GLDM right here: IAUM vs GLDM vs BAR vs SGOL vs AAAU – 5 Best Gold ETFs to Own Long-Term
GLDM: No. 1 Gold ETF Investors Want to Get Their Hands On
SPDR Gold MiniShares Trust(NYSE:GLDM): Gold is highly popular among investors looking to diversify their portfolios and hedge against stock market turmoil. Recently, gold surpassed the $2000 mark and is expected to continue to surge further. Investing in the best-performing gold ETF SPDR Gold MiniShares (GLDM) could be wise amid rising gold prices. Read on…
— Read on stocknews.com/news/gldm-iau-sgol-iaum-no-1-gold-etf-investors-want-to-get-their-hands/
Brookstone Capital Management Boosts Holdings in SPDR Gold MiniShares Trust (GLDM)
Read Brookstone Capital Management Boosts Holdings in SPDR Gold MiniShares Trust (NYSEARCA:GLDM) at Defense World
— Read on www.defenseworld.net/2023/03/19/brookstone-capital-management-boosts-holdings-in-spdr-gold-minishares-trust-nysearcagldm.html
VettaFi Voices On: Gold (GLDM)
This week, the VettaFi Voices talk gold, gold miner ETFs, and more ways to use ETFs to get exposure to the precious metal.
— Read on www.etftrends.com/volatility-resource-channel/vettafi-voices-on-gold/
Investors Discover Gold ETF for the Long Term (GLDM)
The yellow metal’s price hasn’t fluctuated much, and investors don’t seem to mind.
— Read on www.etf.com/sections/features-and-news/investors-discover-gold-etf-long-term
IAUM vs GLDM vs BAR vs SGOL vs AAAU – 5 Best Gold ETFs to Own Long-Term 1.6
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Asset Class: Gold
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Long-Term Performance: 7.54% CAGR
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Correlation to U.S. Markets: 0.02
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U.S. Large Cap Blend Performance (S&P 500): 10.33% CAGR
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Back test timeframe: January 1972 – January 2023
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Oldest ETF back tested: SPDR Gold Shares (GLD)
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Long-Term Performance: 7.89% CAGR
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Correlation to U.S. Markets: 0.08
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S&P 500 Performance: 9.16% CAGR
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Back test timeframe: December 2004 – January 2023
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Number of ETFs available in this asset class: 8
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Number of ETFs in this asset class that are 1-year old or older: 8
Gold vs S&P 500: January 1972 – January 2023
Continue reading “IAUM vs GLDM vs BAR vs SGOL vs AAAU – 5 Best Gold ETFs to Own Long-Term 1.6”
Cambridge Investment Research Advisors Inc. Has $8.29 Million Stock Holdings in SPDR Gold MiniShares Trust (GLDM)
Read Cambridge Investment Research Advisors Inc. Has $8.29 Million Stock Holdings in SPDR Gold MiniShares Trust (NYSEARCA:GLDM) at ETF Daily News
— Read on www.etfdailynews.com/2022/12/26/cambridge-investment-research-advisors-inc-has-8-29-million-stock-holdings-in-spdr-gold-minishares-trust-nysearcagldm/
Brookstone Capital Management Takes Position in SPDR Gold MiniShares (GLDM)
Read Brookstone Capital Management Takes Position in SPDR Gold MiniShares (NYSEARCA:GLDM) at ETF Daily News
— Read on www.etfdailynews.com/2022/12/24/brookstone-capital-management-takes-position-in-spdr-gold-minishares-nysearcagldm/
Brown Advisory Inc. Acquires New Shares in SPDR Gold MiniShares Trust (GLDM)
Read Brown Advisory Inc. Acquires New Shares in SPDR Gold MiniShares Trust (NYSEARCA:GLDM) at ETF Daily News
— Read on www.etfdailynews.com/2022/12/22/brown-advisory-inc-acquires-new-shares-in-spdr-gold-minishares-trust-nysearcagldm/