BWA
Burt Wealth Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.3M | Sell |
538,098
-5,627
| -1% | -$369K | 8.06% | 3 |
|
|
2025
Q1 | $33.7M | Sell |
543,725
-5,467
| -1% | -$338K | 8.43% | 1 |
|
|
2024
Q4 | $28.6M | Sell |
549,192
-5,303
| -1% | -$276K | 7.25% | 4 |
|
|
2024
Q3 | $28.9M | Sell |
554,495
-2,265
| -0.4% | -$118K | 7.11% | 4 |
|
|
2024
Q2 | $25.7M | Sell |
556,760
-39,504
| -7% | -$1.82M | 6.76% | 5 |
|
|
2024
Q1 | $26.3M | Buy |
596,264
+37,391
| +7% | +$1.65M | 6.66% | 5 |
|
|
2023
Q4 | $22.9M | Sell |
558,873
-7,348
| -1% | -$301K | 6.53% | 6 |
|
|
2023
Q3 | $20.8M | Sell |
566,221
-4,714
| -0.8% | -$173K | 6.38% | 6 |
|
|
2023
Q2 | $21.7M | Sell |
570,935
-570
| -0.1% | -$21.7K | 6.55% | 6 |
|
|
2023
Q1 | $22.4M | Buy |
571,505
+819
| +0.1% | +$32K | 6.95% | 3 |
|
|
2022
Q4 | $20.7M | Buy |
+570,686
| New | +$20.7M | 6.92% | 4 |
|
|
2022
Q3 | – | Sell |
-595,505
| Closed | -$21.4M | – | 93 |
|
|
2022
Q2 | $21.4M | Sell |
595,505
-6,450
| -1% | -$231K | 7.43% | 4 |
|
|
2022
Q1 | $23.2M | Buy |
+601,955
| New | +$23.2M | 6.95% | 6 |
|
|
2021
Q4 | – | Sell |
-1,085,325
| Closed | -$19M | – | 99 |
|
|
2021
Q3 | $19M | Sell |
1,085,325
-82,596
| -7% | -$1.44M | 6.04% | 6 |
|
|
2021
Q2 | $20.6M | Buy |
1,167,921
+4,075
| +0.4% | +$71.8K | 7.43% | 5 |
|
|
2021
Q1 | $19.8M | Buy |
1,163,846
+18,086
| +2% | +$307K | 7.29% | 5 |
|
|
2020
Q4 | $21.7M | Buy |
1,145,760
+17,082
| +2% | +$324K | 7.48% | 5 |
|
|
2020
Q3 | $21.2M | Buy |
1,128,678
+10,305
| +0.9% | +$194K | 7.94% | 4 |
|
|
2020
Q2 | $19.9M | Buy |
1,118,373
+65,064
| +6% | +$1.16M | 8.05% | 5 |
|
|
2020
Q1 | $16.6M | Buy |
1,053,309
+52,640
| +5% | +$828K | 7.44% | 5 |
|
|
2019
Q4 | $15.2M | Buy |
1,000,669
+31,225
| +3% | +$473K | 5.91% | 6 |
|
|
2019
Q3 | $14.3M | Buy |
+969,444
| New | +$14.3M | 5.87% | 6 |
|