Axxcess Wealth Management’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 | $602K | Sell |
9,182
-2,687
| -23% | -$176K | 0.01% | 543 |
|
|
2025
Q1 | $735K | Buy |
11,869
+2,134
| +22% | +$132K | 0.02% | 464 |
|
|
2024
Q4 | $506K | Sell |
9,735
-1,990
| -17% | -$103K | 0.01% | 541 |
|
|
2024
Q3 | $611K | Buy |
11,725
+1,281
| +12% | +$66.8K | 0.02% | 504 |
|
|
2024
Q2 | $481K | Buy |
10,444
+4,094
| +64% | +$189K | 0.01% | 527 |
|
|
2024
Q1 | $280K | Sell |
6,350
-3,186
| -33% | -$140K | 0.01% | 686 |
|
|
2023
Q4 | $390K | Buy |
+9,536
| New | +$390K | 0.01% | 571 |
|
|
2023
Q3 | – | Sell |
-15,590
| Closed | -$594K | – | 815 |
|
|
2023
Q2 | $594K | Buy |
+15,590
| New | +$594K | 0.04% | 314 |
|