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/
Cetera Advisor Networks LLC Raises Position in SPDR Gold MiniShares Trust (GLDM)
Read Cetera Advisor Networks LLC Raises Position in SPDR Gold MiniShares Trust (NYSEARCA:GLDM) at ETF Daily News
— Read on www.etfdailynews.com/2022/12/08/cetera-advisor-networks-llc-raises-position-in-spdr-gold-minishares-trust-nysearcagldm/
Franklin Resources Inc. Grows Stake in SPDR Gold MiniShares Trust (GLDM)
Read Franklin Resources Inc. Grows Stake in SPDR Gold MiniShares Trust (NYSEARCA:GLDM) at ETF Daily News
— Read on www.etfdailynews.com/2022/12/05/franklin-resources-inc-grows-stake-in-spdr-gold-minishares-trust-nysearcagldm/
Western Wealth Management LLC Grows Stock Position in SPDR Gold MiniShares Trust (GLDM)
Read Western Wealth Management LLC Grows Stock Position in SPDR Gold MiniShares Trust (NYSEARCA:GLDM) at ETF Daily News
— Read on www.etfdailynews.com/2022/09/29/western-wealth-management-llc-grows-stock-position-in-spdr-gold-minishares-trust-nysearcagldm/
McAdam LLC Makes New Investment in SPDR Gold MiniShares Trust (GLDM)
Read McAdam LLC Makes New Investment in SPDR Gold MiniShares Trust (NYSEARCA:GLDM) at The AM Reporter
— Read on reporter.am/2022/09/25/mcadam-llc-makes-new-investment-in-spdr-gold-minishares-trust-nysearcagldm.html
Gradient Capital Advisors LLC Raises Stock Holdings in SPDR Gold MiniShares Trust (GLDM)
Read Gradient Capital Advisors LLC Raises Stock Holdings in SPDR Gold MiniShares Trust (NYSEARCA:GLDM) at The AM Reporter
— Read on reporter.am/2022/09/25/gradient-capital-advisors-llc-raises-stock-holdings-in-spdr-gold-minishares-trust-nysearcagldm.html
Cambridge Investment Research Advisors Inc. Increases Position in SPDR Gold MiniShares Trust (GLDM)
Read Cambridge Investment Research Advisors Inc. Increases Position in SPDR Gold MiniShares Trust (NYSEARCA:GLDM) at ETF Daily News
— Read on www.etfdailynews.com/2022/09/24/cambridge-investment-research-advisors-inc-increases-position-in-spdr-gold-minishares-trust-nysearcagldm/
SPDR Gold MiniShares Trust (GLDM) Shares Bought by Kestra Advisory Services LLC – ETF Daily News
Read SPDR Gold MiniShares Trust (NYSEARCA:GLDM) Shares Bought by Kestra Advisory Services LLC at ETF Daily News
— Read on www.etfdailynews.com/2022/07/20/spdr-gold-minishares-trust-nysearcagldm-shares-bought-by-kestra-advisory-services-llc/
2 Reasons Why a Gold ETF May Be Good for Your Retirement Portfolio (GLDM)
Avoid higher taxes and potentially hedge against inflation.
— Read on www.fool.com/investing/2022/04/03/2-reasons-why-a-gold-etf-may-be-good-for-your-reti/
SSGA cuts fee on ‘MiniShares’ gold ETF to just 0.10% (GLDM)
State Street Global Advisors has reduced the expense ratio of the SPDR Gold MiniShares Trust (GLDM US) from 0.18% to just 0.10%, making it the cheapest physically backed gold exchange-traded product in the US in terms of sponsor fees. The move is timely, coming amid a surge in interest for safe-haven assets due to the escalating Russo-Ukrainian war.
— Read on www.etfstrategy.com/ssga-cuts-fee-on-minishares-gold-etf-to-just-0-10-98547/
ETF Asset Report of February | Nasdaq
February was pretty volatile for Wall Street. Though the start of the month was rocky due to rising rate worries and the Russia-Ukraine conflict, investors digested those threats somewhat at the end of the month. Plus, geopolitical crisis boosted safe-haven assets like U
— Read on www.nasdaq.com/articles/etf-asset-report-of-february
Here’s Why the SPDR Gold MiniShares Stock Price Soared 100%+ Today
The SPDR Gold MiniShares Trust (NYSEARCA: GLDM) stock price soared 100.4% after a 2:1 reverse stock split came into effect earlier today.
— Read on www.asktraders.com/analysis/heres-why-the-spdr-gold-minishares-gldm-stock-price-soared-100-today/
A Comparison of the 7 Physical Gold ETFs 1.5
- Gold can be an excellent component of a diversified portfolio due to its low correlation to other asset classes
- Gold has maintained its value against the backdrop of inflation, though it does move in synch with decreases or increases in the rate of inflation
- Physical gold ETFs have made incorporating gold into an investment portfolio much easier, cheaper and potentially more profitable
- There are 87 commodities focused currently available in the U.S.
- Many of these ETFs are linked to the price of gold, but there are only 7 ETFs directly tied to the spot price of physical gold
- This article will focus on those 7 Physical Gold ETFs
The reason that I and many other investors invest in gold is that it has near zero correlation to other major asset classes.
Gold ETF correlation to other Assets:
Continue reading “A Comparison of the 7 Physical Gold ETFs 1.5”
Top 5 Losers in the Deep Value ETF Accumulator Portfolio for 2021
Happy New Year to all. This year, as with most we had some winners and some losers in our portfolio. This isn’t out of the ordinary and we plan to always have at least a few losers each year in our massively diversified portfolios. These numbers were calculated by M1 Finance. These numbers do not include dividends received. These numbers are from our Traditional IRA which had no inflows or outflows of money other than dividends received. (Note: I did not include the ETFs that were added to the portfolio during 2021. SPEM, PSCH, XAR)
- CQQQ – CHINA REGION EQUITIES -23.88%
- EWY – SOUTH KOREA EQUITIES -7.59%
- ENZL – NEW ZEALAND EQUITIES -6.01%
- EDV – U.S. LONG DURATION TREASURIES -4.41%
- GLDM – GOLD -3.98%
Many blessing to all of you in 2022.
The Deep Value ETF Accumulator (aka Micah)
Accumulated Gold Today (GLDM) 10-18-21
Today we accumulated more shares of the SPDR® Gold MiniShares℠ Trust (GLDM). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we invest in Gold right here: A Complete Guide to Investing in Gold
A Bumper Crop of Fantastic Retirement Funds (GLDM)
Retirement funds need to provide for investors well past when their careers end. That means income, safety … and increasingly, even growth, too.
— Read on www.kiplinger.com/investing/603398/10-retirement-funds-bumper-crop
6 Gold-Backed ETFs To Consider For Your Portfolio – ETF Focus on TheStreet (GLDM)
Let’s answer the question “Why would I even want to consider adding a gold-backed ETF to my portfolio?”
— Read on www.thestreet.com/etffocus/
Accumulated More Gold Today $GLDM 6-17-21
Accumulated Gold Today (GLDM) 11-30-20
Today we accumulated more shares of the SPDR® Gold MiniSharesSM Trust (GLDM). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we invest in gold at the Money for the Rest of Us website right here: A Complete Guide to Investing in Gold
Accumulated More Gold Today (GLDM) 11-23-20
Today we accumulated more shares of the SPDR® Gold MiniSharesSM Trust
(GLDM). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we invest in GLDM at the Money for the Rest of Us website right here: A Complete Guide to Investing in Gold
Accumulated Gold Today (GLDM) 11-16-20
Today we accumulated more shares of the SPDR® Gold MiniSharesSM Trust
(GLDM). Folks, you’ve gotta buy this stuff when it’s on sale. You can read or listen to why we invest in gold at the Money for the Rest of Us website right here: A Complete Guide to Investing in Gold