Atria Wealth Solutions’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.07M Sell
75,332
-45,589
-38% -$3.07M 0.11% 210
2025
Q1
$7.48M Buy
120,921
+1,850
+2% +$114K 0.09% 234
2024
Q4
$6.19M Buy
119,071
+22,752
+24% +$1.18M 0.07% 295
2024
Q3
$5.02M Buy
96,319
+14,874
+18% +$775K 0.05% 347
2024
Q2
$3.75M Buy
81,445
+14,596
+22% +$673K 0.04% 410
2024
Q1
$2.94M Buy
66,849
+5,554
+9% +$245K 0.03% 504
2023
Q4
$2.51M Buy
61,295
+54,740
+835% +$2.24M 0.03% 532
2023
Q3
$240K Sell
6,555
-59,234
-90% -$2.17M ﹤0.01% 1552
2023
Q2
$2.51M Buy
65,789
+58,043
+749% +$2.21M 0.03% 496
2023
Q1
$303K Buy
+7,746
New +$303K ﹤0.01% 1400