Accretive Wealth Partners’s SPDR Gold MiniShares Trust GLDM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.32M | Buy |
126,953
+2,301
| +2% | +$151K | 2.73% | 6 |
|
|
2025
Q1 | $8.45M | Buy |
124,652
+18,373
| +17% | +$1.25M | 2.99% | 6 |
|
|
2024
Q4 | $5.53M | Sell |
106,279
-2,173
| -2% | -$113K | 2.35% | 7 |
|
|
2024
Q3 | $5.65M | Sell |
108,452
-1,032
| -0.9% | -$53.8K | 2.36% | 7 |
|
|
2024
Q2 | $5.05M | Sell |
109,484
-295
| -0.3% | -$13.6K | 2.11% | 8 |
|
|
2024
Q1 | $5.01M | Buy |
109,779
+1,797
| +2% | +$82K | 2.22% | 10 |
|
|
2023
Q4 | $4.42M | Buy |
107,982
+108
| +0.1% | +$4.42K | 2.12% | 10 |
|
|
2023
Q3 | $3.95M | Buy |
107,874
+5,953
| +6% | +$218K | 2.36% | 10 |
|
|
2023
Q2 | $3.88M | Buy |
101,921
+1,425
| +1% | +$54.3K | 2.3% | 11 |
|
|
2023
Q1 | $3.93M | Buy |
100,496
+3,501
| +4% | +$137K | 2.51% | 9 |
|
|
2022
Q4 | $3.51M | Sell |
96,995
-6,669
| -6% | -$241K | 2.41% | 9 |
|
|
2022
Q3 | $3.42M | Buy |
103,664
+1,248
| +1% | +$41.2K | 2.6% | 9 |
|
|
2022
Q2 | $3.68M | Buy |
102,416
+374
| +0.4% | +$13.4K | 2.67% | 9 |
|
|
2022
Q1 | $3.93M | Buy |
102,042
+7,300
| +8% | +$281K | 2.46% | 10 |
|
|
2021
Q4 | $3.45M | Buy |
94,742
+7,058
| +8% | +$257K | 2.19% | 10 |
|
|
2021
Q3 | $3.06M | Buy |
87,684
+11,087
| +14% | +$387K | 2.16% | 9 |
|
|
2021
Q2 | $2.7M | Buy |
76,597
+21,111
| +38% | +$744K | 1.95% | 10 |
|
|
2021
Q1 | $1.89M | Sell |
55,486
-509
| -0.9% | -$17.3K | 1.7% | 10 |
|
|
2020
Q4 | $2.12M | Buy |
+55,995
| New | +$2.12M | 2.1% | 9 |
|