AP
Appleton Partners’s SPDR Gold MiniShares Trust GLDM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $355K | Sell |
5,420
-208
| -4% | -$13.6K | 0.03% | 210 |
|
2025
Q1 | $348K | Buy |
5,628
+44
| +0.8% | +$2.72K | 0.03% | 208 |
|
2024
Q4 | $290K | Sell |
5,584
-150
| -3% | -$7.79K | 0.02% | 221 |
|
2024
Q3 | $299K | Sell |
5,734
-725
| -11% | -$37.8K | 0.02% | 219 |
|
2024
Q2 | $298K | Sell |
6,459
-300
| -4% | -$13.8K | 0.02% | 221 |
|
2024
Q1 | $298K | Sell |
6,759
-1,081
| -14% | -$47.7K | 0.02% | 228 |
|
2023
Q4 | $321K | Hold |
7,840
| – | – | 0.03% | 234 |
|
2023
Q3 | $287K | Buy |
7,840
+20
| +0.3% | +$732 | 0.03% | 246 |
|
2023
Q2 | $298K | Buy |
7,820
+17
| +0.2% | +$648 | 0.03% | 243 |
|
2023
Q1 | $305K | Hold |
7,803
| – | – | 0.03% | 250 |
|
2022
Q4 | $282K | Sell |
7,803
-490
| -6% | -$17.7K | 0.03% | 261 |
|
2022
Q3 | $274K | Buy |
+8,293
| New | +$274K | 0.03% | 251 |
|