AWP
GLDM icon

Avid Wealth Partners’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Avid Wealth Partners’s Portfolio GLDM Stock Details GLDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14.3M Sell
154,324
-1,832
-1% -$177K 6.76% 4
2025
Q4 		$13.3M Sell
156,156
-9,722
-6% -$799K 6.51% 4
2025
Q3 		$12.7M Buy
165,878
+9,357
+6% +$641K 6.3% 7
2025
Q2 		$10.3M Buy
156,521
+500
+0.3% +$32.5K 5.87% 7
2025
Q1 		$9.66M Buy
156,021
+49
+0% +$2.78K 6.55% 4
2024
Q4 		$8.11M Sell
155,972
-9,159
-6% -$483K 5.76% 7
2024
Q3 		$8.61M Buy
165,131
+5,583
+3% +$274K 6.09% 5
2024
Q2 		$7.35M Sell
159,548
-10,136
-6% -$470K 5.71% 4
2024
Q1 		$7.47M Buy
169,684
+5,923
+4% +$243K 6% 4
2023
Q4 		$6.7M Buy
+163,761
New +$6.42M 6.64% 7

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CCWM
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RAM
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UBS Group
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