CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

CAPTRUST Financial Advisors’s Portfolio GLDM Stock Details GLDM Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$1.39M Sell
2025
Q2 		$1.23M Buy
2025
Q1 		$384K Hold
2024
Q4 		$323K Sell
2024
Q3 		$384K Buy
2023
Q1 		– Sell
2022
Q4 		$235K Buy
2021
Q3 		– Sell
2021
Q2 		$3K Buy