Arete Wealth Advisors’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
$3.02M Buy
46,040
+9,070
+25% +$594K 0.21% 96
2025
Q1
$2.29M Sell
36,970
-60,682
-62% -$3.76M 0.17% 123
2024
Q4
$5.08M Sell
97,652
-23,472
-19% -$1.22M 0.37% 58
2024
Q3
$6.31M Sell
121,124
-6,641
-5% -$346K 0.54% 38
2024
Q2
$5.89M Buy
127,765
+24,972
+24% +$1.15M 0.48% 43
2024
Q1
$4.53M Buy
102,793
+17,920
+21% +$789K 0.42% 58
2023
Q4
$3.47M Buy
84,873
+23,453
+38% +$959K 0.26% 79
2023
Q3
$2.25M Buy
61,420
+8,795
+17% +$322K 0.39% 60
2023
Q2
$2M Buy
+52,625
New +$2M 0.18% 123
2020
Q3
Sell
-22,845
Closed -$811K 395
2020
Q2
$811K Buy
+22,845
New +$811K 0.14% 167