AWM
Avior 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 | $6.93M | Sell |
105,753
-4,858
| -4% | -$318K | 0.24% | 78 |
|
|
2025
Q1 | $6.85M | Sell |
110,611
-1,975
| -2% | -$122K | 0.26% | 74 |
|
|
2024
Q4 | $5.85M | Sell |
112,586
-130
| -0.1% | -$6.76K | 0.21% | 83 |
|
|
2024
Q3 | $5.88M | Sell |
112,716
-258
| -0.2% | -$13.5K | 0.23% | 81 |
|
|
2024
Q2 | $5.21M | Buy |
112,974
+8,024
| +8% | +$370K | 0.22% | 81 |
|
|
2024
Q1 | $4.62M | Buy |
104,950
+6,452
| +7% | +$284K | 0.21% | 88 |
|
|
2023
Q4 | $4.03M | Buy |
98,498
+7,670
| +8% | +$314K | 0.24% | 82 |
|
|
2023
Q3 | $3.33M | Buy |
90,828
+5,273
| +6% | +$193K | 0.23% | 83 |
|
|
2023
Q2 | $3.26M | Buy |
85,555
+1,276
| +2% | +$48.6K | 0.21% | 91 |
|
|
2023
Q1 | $3.3M | Buy |
84,279
+3,044
| +4% | +$119K | 0.23% | 88 |
|
|
2022
Q4 | $2.94M | Buy |
81,235
+4,595
| +6% | +$166K | 0.22% | 92 |
|
|
2022
Q3 | $2.53M | Buy |
76,640
+3,999
| +6% | +$132K | 0.21% | 92 |
|
|
2022
Q2 | $2.61M | Buy |
72,641
+2,541
| +4% | +$91.2K | 0.26% | 81 |
|
|
2022
Q1 | $2.7M | Sell |
70,100
-64,124
| -48% | -$2.47M | 0.23% | 90 |
|
|
2021
Q4 | $2.44M | Buy |
134,224
+14,005
| +12% | +$255K | 0.2% | 99 |
|
|
2021
Q3 | $2.1M | Buy |
120,219
+16,059
| +15% | +$280K | 0.17% | 106 |
|
|
2021
Q2 | $1.83M | Buy |
104,160
+9,723
| +10% | +$171K | 0.18% | 112 |
|
|
2021
Q1 | $1.61M | Buy |
94,437
+26,541
| +39% | +$451K | 0.17% | 119 |
|
|
2020
Q4 | $1.29M | Buy |
67,896
+6,345
| +10% | +$120K | 0.16% | 132 |
|
|
2020
Q3 | $1.16M | Buy |
61,551
+2,830
| +5% | +$53.2K | 0.17% | 130 |
|
|
2020
Q2 | $1.04M | Buy |
58,721
+7,593
| +15% | +$135K | 0.16% | 136 |
|
|
2020
Q1 | $803K | Buy |
51,128
+17,363
| +51% | +$273K | 0.16% | 143 |
|
|
2019
Q4 | $511K | Buy |
33,765
+27,224
| +416% | +$412K | 0.08% | 220 |
|
|
2019
Q3 | $96K | Buy |
+6,541
| New | +$96K | 0.02% | 412 |
|