AWM
Austin Wealth Management’s SPDR Gold MiniShares Trust GLDM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $17.5M | Buy |
268,994
+6,962
| +3% | +$454K | 3.12% | 9 |
|
2025
Q1 | $17.3M | Buy |
262,032
+3,719
| +1% | +$246K | 3.48% | 8 |
|
2024
Q4 | $13.8M | Buy |
258,313
+9,625
| +4% | +$515K | 2.87% | 8 |
|
2024
Q3 | $13.1M | Buy |
248,688
+8,664
| +4% | +$456K | 2.87% | 8 |
|
2024
Q2 | $11.5M | Buy |
240,024
+7,053
| +3% | +$337K | 2.69% | 10 |
|
2024
Q1 | $11M | Buy |
232,971
+10,911
| +5% | +$515K | 2.72% | 10 |
|
2023
Q4 | $8.86M | Buy |
+222,060
| New | +$8.86M | 2.38% | 12 |
|