CAPTRUST Financial 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 | $1.23M | Buy |
18,819
+12,609
| +203% | +$826K | ﹤0.01% | 1230 |
|
|
2025
Q1 | $384K | Hold |
6,210
| – | – | ﹤0.01% | 1804 |
|
|
2024
Q4 | $323K | Sell |
6,210
-1,152
| -16% | -$59.9K | ﹤0.01% | 1865 |
|
|
2024
Q3 | $384K | Buy |
+7,362
| New | +$384K | ﹤0.01% | 1740 |
|
|
2023
Q1 | – | Sell |
-6,500
| Closed | -$235K | – | 2346 |
|
|
2022
Q4 | $235K | Buy |
+6,500
| New | +$235K | ﹤0.01% | 1841 |
|
|
2021
Q3 | – | Sell |
-170
| Closed | -$3K | – | 4678 |
|
|
2021
Q2 | $3K | Buy |
+170
| New | +$3K | ﹤0.01% | 4029 |
|