Beaumont Financial Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.14M	Sell	77,062 -18,522	-19%	-$1.79M	0.49%	50
2025 Q4	$8.16M	Buy	95,584 +1	+0%	+$82	0.54%	42
2025 Q3	$7.31M	Sell	95,583 -4,371	-4%	-$300K	0.49%	43
2025 Q2	$6.55M	Sell	99,954 -23,154	-19%	-$1.51M	0.47%	44
2025 Q1	$7.62M	Sell	123,108 -3,704	-3%	-$210K	0.6%	43
2024 Q4	$6.59M	Buy	126,812 +17,533	+16%	+$925K	0.49%	45
2024 Q3	$5.7M	Buy	109,279 +1,243	+1%	+$61K	0.45%	49
2024 Q2	$4.98M	Buy	+108,036	New	+$5.01M	0.4%	52
2023 Q3	–	Sell	-373,992	Closed	-$14.2M	–	333
2023 Q2	$14.2M	Sell	373,992 -17,554	-4%	-$689K	1.32%	24
2023 Q1	$15.3M	Buy	+391,546	New	+$14.7M	1.55%	19
2022 Q3	–	Sell	-278,597	Closed	-$10M	–	314
2022 Q2	$10M	Buy	278,597 +10,140	+4%	+$377K	0.9%	31
2022 Q1	$10.3M	Buy	+268,457	New	+$10M	0.79%	39
2020 Q4	–	Sell	-16,620	Closed	-$625K	–	344
2020 Q3	$625K	Buy	+16,620	New	+$634K	0.06%	179