CWC
Carolinas Wealth Consulting’s SPDR Gold MiniShares Trust GLDM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-399
| Closed | -$24.7K | – | 365 |
|
|
2025
Q1 | $24.7K | Buy |
399
+33
| +9% | +$2.04K | 0.01% | 434 |
|
|
2024
Q4 | $19K | Buy |
366
+2
| +0.5% | +$104 | ﹤0.01% | 473 |
|
|
2024
Q3 | $19K | Buy |
364
+65
| +22% | +$3.39K | ﹤0.01% | 483 |
|
|
2024
Q2 | $13.7K | Buy |
299
+22
| +8% | +$1.01K | ﹤0.01% | 524 |
|
|
2024
Q1 | $12.2K | Buy |
277
+12
| +5% | +$529 | ﹤0.01% | 535 |
|
|
2023
Q4 | $10.9K | Buy |
265
+8
| +3% | +$328 | ﹤0.01% | 529 |
|
|
2023
Q3 | $10.1K | Sell |
257
-229
| -47% | -$9.03K | ﹤0.01% | 516 |
|
|
2023
Q2 | $18.5K | Buy |
486
+194
| +66% | +$7.39K | ﹤0.01% | 492 |
|
|
2023
Q1 | $11.4K | Sell |
292
-2,062
| -88% | -$80.6K | ﹤0.01% | 590 |
|
|
2022
Q4 | $85.2K | Sell |
2,354
-1,927
| -45% | -$69.7K | 0.02% | 282 |
|
|
2022
Q3 | $141K | Sell |
4,281
-4,843
| -53% | -$160K | 0.04% | 191 |
|
|
2022
Q2 | $327K | Buy |
9,124
+4,182
| +85% | +$150K | 0.08% | 115 |
|
|
2022
Q1 | $190K | Sell |
4,942
-3,678
| -43% | -$141K | 0.04% | 174 |
|
|
2021
Q4 | $157K | Buy |
8,620
+8,158
| +1,766% | +$149K | 0.03% | 208 |
|
|
2021
Q3 | $8K | Hold |
462
| – | – | ﹤0.01% | 606 |
|
|
2021
Q2 | $8K | Buy |
462
+168
| +57% | +$2.91K | ﹤0.01% | 628 |
|
|
2021
Q1 | $5K | Buy |
294
+11
| +4% | +$187 | ﹤0.01% | 707 |
|
|
2020
Q4 | $5K | Buy |
+283
| New | +$5K | ﹤0.01% | 647 |
|