Brown 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
$1.85M Sell
28,282
-649
-2% -$42.5K 0.72% 47
2025
Q1
$1.79M Sell
28,931
-1,083
-4% -$67K 0.74% 47
2024
Q4
$1.56M Sell
30,014
-1,332
-4% -$69.3K 0.63% 48
2024
Q3
$1.63M Buy
31,346
+1,302
+4% +$67.9K 0.67% 48
2024
Q2
$1.38M Buy
+30,044
New +$1.38M 0.62% 57