Cabot Wealth Management’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.34M	Buy	90,000 +16,206	+22%	+$1.56M	0.96%	42
2025 Q4	$6.3M	Buy	73,794 +1,598	+2%	+$131K	0.7%	49
2025 Q3	$5.52M	Buy	72,196 +2,230	+3%	+$153K	0.61%	51
2025 Q2	$4.58M	Buy	69,966 +1,976	+3%	+$129K	0.55%	53
2025 Q1	$4.21M	Buy	67,990 +1,727	+3%	+$98.1K	0.54%	53
2024 Q4	$3.45M	Buy	66,263 +3,776	+6%	+$199K	0.44%	62
2024 Q3	$3.26M	Buy	62,487 +4,875	+8%	+$239K	0.41%	63
2024 Q2	$2.66M	Buy	57,612 +1,509	+3%	+$69.9K	0.35%	67
2024 Q1	$2.47M	Sell	56,103 -10,702	-16%	-$440K	0.32%	66
2023 Q4	$2.73M	Buy	66,805 +197	+0.3%	+$7.72K	0.38%	65
2023 Q3	$2.44M	Buy	66,608 +129	+0.2%	+$4.93K	0.37%	67
2023 Q2	$2.53M	Buy	66,479 +238	+0.4%	+$9.34K	0.38%	64
2023 Q1	$2.59M	Buy	66,241 +1,514	+2%	+$56.9K	0.41%	61
2022 Q4	$2.34M	Sell	64,727 -3,664	-5%	-$126K	0.4%	64
2022 Q3	$2.26M	Buy	68,391 +2,323	+4%	+$79.6K	0.38%	65
2022 Q2	$2.37M	Buy	66,068 +1,006	+2%	+$37.4K	0.38%	64
2022 Q1	$2.5M	Buy	65,062 +15,945	+32%	+$595K	0.34%	70
2021 Q4	$1.79M	Buy	49,117 +3,951	+9%	+$141K	0.23%	88
2021 Q3	$1.58M	Buy	45,166 +3,074	+7%	+$109K	0.21%	87
2021 Q2	$1.48M	Buy	42,092 +2,468	+6%	+$89.1K	0.2%	85
2021 Q1	$1.35M	Buy	39,624 +9,596	+32%	+$343K	0.19%	86
2020 Q4	$1.14M	Sell	30,028 -19,324	-39%	-$722K	0.17%	80
2020 Q3	$1.86M	Buy	49,352 +32,571	+194%	+$1.24M	0.34%	64
2020 Q2	$596K	Buy	+16,781	New	+$574K	0.12%	86