Caldwell Trust’s SPDR Gold MiniShares Trust GLDM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.77M | Buy |
27,051
+9,080
|
|
||||
|
2025
Q1 | $1.11M | Buy |
17,971
+2,917
|
|
||||
|
2024
Q4 | $783K | Buy |
15,054
+27
|
|
||||
|
2024
Q3 | $783K | Buy |
15,027
+50
|
|
||||
|
2024
Q2 | $690K | Sell |
14,977
-250
|
|
||||
|
2024
Q1 | $671K | Sell |
15,227
-4,187
|
|
||||
|
2023
Q4 | $794K | Buy |
19,414
+282
|
|
||||
|
2023
Q3 | $701K | Buy |
19,132
+4,885
|
|
||||
|
2023
Q2 | $543K | Sell |
14,247
-4,539
|
|
||||
|
2023
Q1 | $735K | Buy |
18,786
+14,555
|
|
||||
|
2022
Q4 | $153K | Hold |
4,231
|
|
||||
|
2022
Q3 | $140K | Hold |
4,231
|
|
||||
|
2022
Q2 | $152K | Sell |
4,231
-3,400
|
|
||||
|
2022
Q1 | $294K | Buy |
7,631
+4,001
|
|
||||
|
2021
Q4 | $132K | Buy |
3,630
+499
|
|
||||
|
2021
Q3 | $109K | Buy |
3,131
+1
|
|
||||
|
2021
Q2 | $110K | Hold |
3,130
|
|
||||
|
2021
Q1 | $106K | Buy |
3,130
+805
|
|
||||
|
2020
Q4 | $88.1K | Buy |
+2,325
|
|