AE Wealth Management’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	$23.1M	Sell	249,390 -81,260	-25%	-$7.84M	0.13%	178
2025 Q4	$28.2M	Buy	330,650 +89,313	+37%	+$7.34M	0.16%	137
2025 Q3	$18.5M	Buy	241,337 +71,845	+42%	+$4.92M	0.12%	187
2025 Q2	$11.1M	Sell	169,492 -6,625	-4%	-$431K	0.08%	238
2025 Q1	$10.9M	Buy	176,117 +48,275	+38%	+$2.74M	0.09%	230
2024 Q4	$6.65M	Buy	127,842 +76,682	+150%	+$4.04M	0.06%	292
2024 Q3	$2.67M	Sell	51,160 -15,635	-23%	-$768K	0.02%	457
2024 Q2	$3.08M	Buy	66,795 +7,552	+13%	+$350K	0.03%	431
2024 Q1	$2.61M	Sell	59,243 -694,711	-92%	-$28.5M	0.03%	436
2023 Q4	$30.2M	Sell	753,954 -179,054	-19%	-$7.02M	0.15%	137
2023 Q3	$34.2M	Buy	933,008 +71,780	+8%	+$2.74M	0.2%	112
2023 Q2	$32.8M	Buy	861,228 +26,923	+3%	+$1.06M	0.2%	112
2023 Q1	$32.6M	Buy	834,305 +113,761	+16%	+$4.27M	0.21%	103
2022 Q4	$26.1M	Buy	720,544 +374,309	+108%	+$12.9M	0.19%	122
2022 Q3	$11.4M	Buy	346,235 +299,322	+638%	+$10.3M	0.09%	236
2022 Q2	$1.68M	Sell	46,913 -237,928	-84%	-$8.85M	0.01%	720
2022 Q1	$11M	Buy	284,841 +202,572	+246%	+$7.56M	0.08%	265
2021 Q4	$2.99M	Buy	82,269 +67,560	+459%	+$2.41M	0.02%	566
2021 Q3	$514K	Buy	14,709 +2,198	+18%	+$78.2K	﹤0.01%	1161
2021 Q2	$441K	Sell	12,511 -3,602	-22%	-$130K	﹤0.01%	1186
2021 Q1	$548K	Sell	16,113 -18,706	-54%	-$668K	0.01%	988
2020 Q4	$1.32M	Buy	34,819 +23,399	+205%	+$875K	0.02%	622
2020 Q3	$429K	Sell	11,420 -66,484	-85%	-$2.53M	0.01%	933
2020 Q2	$2.77M	Buy	77,904 +69,634	+842%	+$2.38M	0.04%	324
2020 Q1	$260K	Buy	+8,270	New	+$261K	0.01%	925