Carson Wealth (CWM LLC)’s SPDR Gold MiniShares Trust GLDM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.42M | Buy |
128,451
+126,331
| +5,959% | +$8.28M | 0.03% | 432 |
|
|
2025
Q1 | $131K | Buy |
2,120
+212
| +11% | +$13.1K | ﹤0.01% | 2201 |
|
|
2024
Q4 | $99K | Buy |
1,908
+580
| +44% | +$30.1K | ﹤0.01% | 2286 |
|
|
2024
Q3 | $69K | Buy |
1,328
+165
| +14% | +$8.57K | ﹤0.01% | 2449 |
|
|
2024
Q2 | $54K | Sell |
1,163
-167
| -13% | -$7.75K | ﹤0.01% | 2431 |
|
|
2024
Q1 | $59K | Buy |
1,330
+1,302
| +4,650% | +$57.8K | ﹤0.01% | 2187 |
|
|
2023
Q4 | $1K | Sell |
28
-519
| -95% | -$18.5K | ﹤0.01% | 3953 |
|
|
2023
Q3 | $20K | Buy |
547
+265
| +94% | +$9.69K | ﹤0.01% | 2681 |
|
|
2023
Q2 | $11K | Buy |
282
+162
| +135% | +$6.32K | ﹤0.01% | 3012 |
|
|
2023
Q1 | $5K | Sell |
120
-271
| -69% | -$11.3K | ﹤0.01% | 3287 |
|
|
2022
Q4 | $14K | Sell |
391
-221
| -36% | -$7.91K | ﹤0.01% | 2603 |
|
|
2022
Q3 | $20K | Buy |
612
+307
| +101% | +$10K | ﹤0.01% | 2213 |
|
|
2022
Q2 | $11K | Sell |
305
-121
| -28% | -$4.36K | ﹤0.01% | 2518 |
|
|
2022
Q1 | $16K | Sell |
426
-44
| -9% | -$1.65K | ﹤0.01% | 2215 |
|
|
2021
Q4 | $17K | Buy |
+470
| New | +$17K | ﹤0.01% | 2066 |
|
|
2021
Q2 | $1K | Hold |
25
| – | – | ﹤0.01% | 2757 |
|
|
2021
Q1 | $1K | Hold |
25
| – | – | ﹤0.01% | 2757 |
|
|
2020
Q4 | $1K | Hold |
25
| – | – | ﹤0.01% | 2757 |
|
|
2020
Q3 | $1K | Hold |
25
| – | – | ﹤0.01% | 2757 |
|
|
2020
Q2 | $1K | Hold |
25
| – | – | ﹤0.01% | 2757 |
|
|
2020
Q1 | $1K | Hold |
25
| – | – | ﹤0.01% | 2757 |
|
|
2019
Q4 | $1K | Hold |
25
| – | – | ﹤0.01% | 2757 |
|
|
2019
Q3 | $1K | Hold |
25
| – | – | ﹤0.01% | 2757 |
|
|
2019
Q2 | $1K | Hold |
25
| – | – | ﹤0.01% | 2757 |
|
|
2019
Q1 | $1K | Sell |
25
-154
| -86% | -$6.16K | ﹤0.01% | 2757 |
|
|
2018
Q4 | $5K | Buy |
+179
| New | +$5K | ﹤0.01% | 1515 |
|