AE Wealth Management’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 | $11.1M | Sell |
169,492
-6,625
| -4% | -$434K | 0.08% | 238 |
|
|
2025
Q1 | $10.9M | Buy |
176,117
+48,275
| +38% | +$2.99M | 0.09% | 230 |
|
|
2024
Q4 | $6.65M | Buy |
127,842
+76,682
| +150% | +$3.99M | 0.06% | 292 |
|
|
2024
Q3 | $2.67M | Sell |
51,160
-15,635
| -23% | -$815K | 0.02% | 457 |
|
|
2024
Q2 | $3.08M | Buy |
66,795
+7,552
| +13% | +$348K | 0.03% | 430 |
|
|
2024
Q1 | $2.61M | Sell |
59,243
-694,711
| -92% | -$30.6M | 0.03% | 436 |
|
|
2023
Q4 | $30.2M | Sell |
753,954
-179,054
| -19% | -$7.17M | 0.15% | 137 |
|
|
2023
Q3 | $34.2M | Buy |
933,008
+71,780
| +8% | +$2.63M | 0.2% | 112 |
|
|
2023
Q2 | $32.8M | Buy |
861,228
+26,923
| +3% | +$1.03M | 0.2% | 112 |
|
|
2023
Q1 | $32.6M | Buy |
834,305
+113,761
| +16% | +$4.45M | 0.21% | 103 |
|
|
2022
Q4 | $26.1M | Buy |
720,544
+374,309
| +108% | +$13.5M | 0.19% | 122 |
|
|
2022
Q3 | $11.4M | Buy |
346,235
+299,322
| +638% | +$9.87M | 0.09% | 236 |
|
|
2022
Q2 | $1.68M | Sell |
46,913
-237,928
| -84% | -$8.54M | 0.01% | 718 |
|
|
2022
Q1 | $11M | Buy |
284,841
+202,572
| +246% | +$7.79M | 0.08% | 265 |
|
|
2021
Q4 | $2.99M | Buy |
82,269
+67,560
| +459% | +$2.46M | 0.02% | 566 |
|
|
2021
Q3 | $514K | Buy |
14,709
+2,198
| +18% | +$76.8K | ﹤0.01% | 1159 |
|
|
2021
Q2 | $441K | Sell |
12,511
-3,602
| -22% | -$127K | ﹤0.01% | 1183 |
|
|
2021
Q1 | $548K | Sell |
16,113
-18,706
| -54% | -$636K | 0.01% | 985 |
|
|
2020
Q4 | $1.32M | Buy |
34,819
+23,399
| +205% | +$886K | 0.02% | 620 |
|
|
2020
Q3 | $429K | Sell |
11,420
-66,484
| -85% | -$2.5M | 0.01% | 930 |
|
|
2020
Q2 | $2.77M | Buy |
77,904
+69,634
| +842% | +$2.47M | 0.04% | 323 |
|
|
2020
Q1 | $260K | Buy |
+8,270
| New | +$260K | 0.01% | 921 |
|