Avantax Advisory Services’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 | $6.86M | Sell |
104,763
-3,211
| -3% | -$210K | 0.04% | 354 |
|
|
2025
Q1 | $6.68M | Buy |
107,974
+1,369
| +1% | +$84.7K | 0.04% | 333 |
|
|
2024
Q4 | $5.54M | Buy |
106,605
+1,239
| +1% | +$64.4K | 0.03% | 370 |
|
|
2024
Q3 | $5.49M | Sell |
105,366
-1,510
| -1% | -$78.7K | 0.04% | 368 |
|
|
2024
Q2 | $4.93M | Buy |
106,876
+6,206
| +6% | +$286K | 0.04% | 374 |
|
|
2024
Q1 | $4.43M | Buy |
100,670
+1,014
| +1% | +$44.7K | 0.04% | 332 |
|
|
2023
Q4 | $4.08M | Buy |
99,656
+1,799
| +2% | +$73.6K | 0.04% | 318 |
|
|
2023
Q3 | $3.59M | Buy |
97,857
+2,848
| +3% | +$104K | 0.04% | 315 |
|
|
2023
Q2 | $3.62M | Buy |
95,009
+1,919
| +2% | +$73.1K | 0.04% | 312 |
|
|
2023
Q1 | $3.64M | Buy |
93,090
+576
| +0.6% | +$22.5K | 0.04% | 307 |
|
|
2022
Q4 | $3.35M | Buy |
92,514
+1,083
| +1% | +$39.2K | 0.04% | 304 |
|
|
2022
Q3 | $3.02M | Buy |
91,431
+1,385
| +2% | +$45.7K | 0.05% | 296 |
|
|
2022
Q2 | $3.23M | Sell |
90,046
-23,975
| -21% | -$860K | 0.05% | 276 |
|
|
2022
Q1 | $4.4M | Sell |
114,021
-1,002
| -0.9% | -$38.6K | 0.06% | 228 |
|
|
2021
Q4 | $4.18M | Buy |
115,023
+3,503
| +3% | +$127K | 0.06% | 228 |
|
|
2021
Q3 | $3.9M | Buy |
111,520
+5,040
| +5% | +$176K | 0.07% | 216 |
|
|
2021
Q2 | $3.75M | Buy |
106,480
+8,867
| +9% | +$312K | 0.07% | 214 |
|
|
2021
Q1 | $3.32M | Buy |
97,613
+36,266
| +59% | +$1.23M | 0.07% | 204 |
|
|
2020
Q4 | $2.33M | Buy |
61,347
+16,171
| +36% | +$613K | 0.06% | 243 |
|
|
2020
Q3 | $1.7M | Buy |
45,176
+8,731
| +24% | +$328K | 0.03% | 397 |
|
|
2020
Q2 | $1.29M | Buy |
36,445
+1,577
| +5% | +$55.9K | 0.04% | 299 |
|
|
2020
Q1 | $1.09M | Buy |
34,868
+8,697
| +33% | +$273K | 0.03% | 282 |
|
|
2019
Q4 | $793K | Buy |
26,171
+11,860
| +83% | +$359K | 0.02% | 382 |
|
|
2019
Q3 | $417K | Buy |
+14,311
| New | +$417K | 0.02% | 355 |
|