BOPW
Brandywine Oak Private Wealth’s SPDR Gold MiniShares Trust GLDM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.1M | Sell |
276,413
-9,659
| -3% | -$633K | 1.68% | 14 |
|
|
2025
Q1 | $17.7M | Sell |
286,072
-48,106
| -14% | -$2.98M | 1.74% | 14 |
|
|
2024
Q4 | $17.4M | Sell |
334,178
-18,096
| -5% | -$941K | 1.7% | 14 |
|
|
2024
Q3 | $18.4M | Sell |
352,274
-18,784
| -5% | -$979K | 1.78% | 14 |
|
|
2024
Q2 | $17.1M | Sell |
371,058
-112,127
| -23% | -$5.17M | 1.76% | 14 |
|
|
2024
Q1 | $21.3M | Sell |
483,185
-7,643
| -2% | -$337K | 2.22% | 11 |
|
|
2023
Q4 | $20.1M | Sell |
490,828
-25,269
| -5% | -$1.03M | 2.23% | 11 |
|
|
2023
Q3 | $18.9M | Sell |
516,097
-11,289
| -2% | -$414K | 2.22% | 9 |
|
|
2023
Q2 | $20.1M | Buy |
527,386
+3,721
| +0.7% | +$142K | 2.25% | 10 |
|
|
2023
Q1 | $20.5M | Sell |
523,665
-5,175
| -1% | -$202K | 2.39% | 9 |
|
|
2022
Q4 | $19.1M | Sell |
528,840
-15,975
| -3% | -$578K | 2.38% | 9 |
|
|
2022
Q3 | $18M | Buy |
544,815
+14,324
| +3% | +$472K | 2.44% | 9 |
|
|
2022
Q2 | $19M | Sell |
530,491
-16,967
| -3% | -$609K | 2.44% | 9 |
|
|
2022
Q1 | $21.1M | Sell |
547,458
-714,917
| -57% | -$27.5M | 2.41% | 8 |
|
|
2021
Q4 | $22.5M | Sell |
1,262,375
-353,832
| -22% | -$6.31M | 2.46% | 7 |
|
|
2021
Q3 | $25.8M | Buy |
1,616,207
+34,605
| +2% | +$552K | 2.99% | 6 |
|
|
2021
Q2 | $27.9M | Buy |
1,581,602
+282,895
| +22% | +$4.98M | 3.25% | 6 |
|
|
2021
Q1 | $22.1M | Buy |
1,298,707
+20,202
| +2% | +$343K | 3.25% | 8 |
|
|
2020
Q4 | $24.2M | Buy |
+1,278,505
| New | +$24.2M | 3.69% | 5 |
|