Cabot Wealth Management’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 | $4.58M | Buy |
69,966
+1,976
| +3% | +$129K | 0.55% | 53 |
|
|
2025
Q1 | $4.21M | Buy |
67,990
+1,727
| +3% | +$107K | 0.54% | 53 |
|
|
2024
Q4 | $3.45M | Buy |
66,263
+3,776
| +6% | +$196K | 0.44% | 62 |
|
|
2024
Q3 | $3.26M | Buy |
62,487
+4,875
| +8% | +$254K | 0.41% | 63 |
|
|
2024
Q2 | $2.66M | Buy |
57,612
+1,509
| +3% | +$69.6K | 0.35% | 67 |
|
|
2024
Q1 | $2.47M | Sell |
56,103
-10,702
| -16% | -$471K | 0.32% | 66 |
|
|
2023
Q4 | $2.73M | Buy |
66,805
+197
| +0.3% | +$8.06K | 0.38% | 65 |
|
|
2023
Q3 | $2.44M | Buy |
66,608
+129
| +0.2% | +$4.73K | 0.37% | 67 |
|
|
2023
Q2 | $2.53M | Buy |
66,479
+238
| +0.4% | +$9.07K | 0.38% | 64 |
|
|
2023
Q1 | $2.59M | Buy |
66,241
+1,514
| +2% | +$59.2K | 0.41% | 61 |
|
|
2022
Q4 | $2.34M | Sell |
64,727
-3,664
| -5% | -$133K | 0.4% | 64 |
|
|
2022
Q3 | $2.26M | Buy |
68,391
+2,323
| +4% | +$76.6K | 0.38% | 65 |
|
|
2022
Q2 | $2.37M | Buy |
66,068
+1,006
| +2% | +$36.1K | 0.38% | 64 |
|
|
2022
Q1 | $2.5M | Buy |
65,062
+15,945
| +32% | +$613K | 0.34% | 70 |
|
|
2021
Q4 | $1.79M | Buy |
49,117
+3,951
| +9% | +$144K | 0.23% | 88 |
|
|
2021
Q3 | $1.58M | Buy |
45,166
+3,074
| +7% | +$107K | 0.21% | 87 |
|
|
2021
Q2 | $1.48M | Buy |
42,092
+2,468
| +6% | +$86.9K | 0.2% | 85 |
|
|
2021
Q1 | $1.35M | Buy |
39,624
+9,596
| +32% | +$326K | 0.19% | 86 |
|
|
2020
Q4 | $1.14M | Sell |
30,028
-19,324
| -39% | -$732K | 0.17% | 80 |
|
|
2020
Q3 | $1.86M | Buy |
49,352
+32,571
| +194% | +$1.22M | 0.34% | 64 |
|
|
2020
Q2 | $596K | Buy |
+16,781
| New | +$596K | 0.12% | 86 |
|