Bright 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
$4.54M Buy
69,276
+798
+1% +$52.3K 2.52% 11
2025
Q1
$4.24M Buy
68,478
+85
+0.1% +$5.26K 2.6% 9
2024
Q4
$3.56M Buy
68,393
+3,706
+6% +$193K 2.23% 13
2024
Q3
$3.37M Buy
64,687
+5,066
+8% +$264K 2.15% 12
2024
Q2
$2.75M Buy
59,621
+604
+1% +$27.8K 1.94% 15
2024
Q1
$2.72M Buy
+59,017
New +$2.72M 2.03% 11