Beaumont Financial Advisors’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 | $6.55M | Sell |
99,954
-23,154
| -19% | -$1.52M | 0.47% | 44 |
|
|
2025
Q1 | $7.62M | Sell |
123,108
-3,704
| -3% | -$229K | 0.6% | 43 |
|
|
2024
Q4 | $6.59M | Buy |
126,812
+17,533
| +16% | +$912K | 0.49% | 45 |
|
|
2024
Q3 | $5.7M | Buy |
109,279
+1,243
| +1% | +$64.8K | 0.45% | 49 |
|
|
2024
Q2 | $4.98M | Buy |
+108,036
| New | +$4.98M | 0.4% | 52 |
|
|
2023
Q3 | – | Sell |
-373,992
| Closed | -$14.2M | – | 333 |
|
|
2023
Q2 | $14.2M | Sell |
373,992
-17,554
| -4% | -$669K | 1.32% | 24 |
|
|
2023
Q1 | $15.3M | Buy |
+391,546
| New | +$15.3M | 1.55% | 19 |
|
|
2022
Q3 | – | Sell |
-278,597
| Closed | -$10M | – | 314 |
|
|
2022
Q2 | $10M | Buy |
278,597
+10,140
| +4% | +$364K | 0.9% | 31 |
|
|
2022
Q1 | $10.3M | Buy |
+268,457
| New | +$10.3M | 0.79% | 39 |
|
|
2020
Q4 | – | Sell |
-16,620
| Closed | -$625K | – | 344 |
|
|
2020
Q3 | $625K | Buy |
+16,620
| New | +$625K | 0.06% | 179 |
|