Caldwell Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.29M | Sell |
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|
2025
Q2 | $1.77M | Buy |
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|
2025
Q1 | $1.11M | Buy |
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|
2024
Q4 | $783K | Buy |
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|
2024
Q3 | $783K | Buy |
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|
2024
Q2 | $690K | Sell |
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|
2024
Q1 | $671K | Sell |
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|
2023
Q4 | $794K | Buy |
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|
2023
Q3 | $701K | Buy |
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|
2023
Q2 | $543K | Sell |
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|
2023
Q1 | $735K | Buy |
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|
2022
Q4 | $153K | Hold |
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|
2022
Q3 | $140K | Hold |
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|
2022
Q2 | $152K | Sell |
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|
2022
Q1 | $294K | Buy |
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|
2021
Q4 | $132K | Buy |
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|
2021
Q3 | $109K | Buy |
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|
2021
Q2 | $110K | Hold |
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|
2021
Q1 | $106K | Buy |
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|
2020
Q4 | $88.1K | Buy |
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