Avid Wealth Partners’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
$10.3M Buy
156,521
+500
+0.3% +$32.8K 5.87% 7
2025
Q1
$9.66M Buy
156,021
+49
+0% +$3.03K 6.55% 4
2024
Q4
$8.11M Sell
155,972
-9,159
-6% -$476K 5.76% 7
2024
Q3
$8.61M Buy
165,131
+5,583
+3% +$291K 6.09% 5
2024
Q2
$7.35M Sell
159,548
-10,136
-6% -$467K 5.71% 4
2024
Q1
$7.47M Buy
169,684
+5,923
+4% +$261K 6% 4
2023
Q4
$6.7M Buy
+163,761
New +$6.7M 6.64% 7