Acorn Wealth Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.05M	Buy	11,352 +225	+2%	+$21.7K	0.31%	71
2025 Q4	$950K	Sell	11,127 -8	-0.1%	-$657	0.28%	76
2025 Q3	$851K	Sell	11,135 -2,185	-16%	-$150K	0.27%	87
2025 Q2	$873K	Sell	13,320 -155	-1%	-$10.1K	0.32%	73
2025 Q1	$834K	Sell	13,475 -24	-0.2%	-$1.36K	0.35%	65
2024 Q4	$702K	Sell	13,499 -3,311	-20%	-$175K	0.29%	78
2024 Q3	$876K	Sell	16,810 -2,833	-14%	-$139K	0.38%	57
2024 Q2	$905K	Hold	19,643	–	–	0.45%	47
2024 Q1	$865K	Buy	19,643 +1,401	+8%	+$57.6K	0.45%	48
2023 Q4	$746K	Sell	18,242 -2,252	-11%	-$88.3K	0.44%	49
2023 Q3	$751K	Sell	20,494 -1,597	-7%	-$61K	0.5%	47
2023 Q2	$841K	Sell	22,091 -467	-2%	-$18.3K	0.57%	40
2023 Q1	$882K	Sell	22,558 -501	-2%	-$18.8K	0.65%	38
2022 Q4	$835K	Sell	23,059 -2,120	-8%	-$72.8K	0.64%	40
2022 Q3	$830K	Buy	25,179 +28	+0.1%	+$960	0.68%	35
2022 Q2	$902K	Buy	+25,151	New	+$936K	0.71%	32
2022 Q1	–	Sell	-34,073	Closed	-$1.24M	–	179
2021 Q4	$1.24M	Buy	34,073 +2,956	+9%	+$106K	0.79%	32
2021 Q3	$1.09M	Buy	31,117 +1,726	+6%	+$61.4K	0.76%	34
2021 Q2	$1.03M	Buy	29,391 +2,180	+8%	+$78.7K	0.72%	32
2021 Q1	$925K	Buy	27,211 +4,055	+18%	+$145K	0.66%	39
2020 Q4	$877K	Buy	23,156 +1,414	+7%	+$52.9K	0.69%	34
2020 Q3	$817K	Buy	21,742 +7,815	+56%	+$298K	0.72%	31
2020 Q2	$495K	Buy	13,927 +1,411	+11%	+$48.3K	0.46%	48
2020 Q1	$411K	Buy	+12,516	New	+$395K	0.46%	47