Carson Wealth (CWM LLC)’s SPDR Gold MiniShares Trust GLDM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $85.5M | Sell |
922,738
-8,783
| -0.9% | -$847K | 0.22% | 85 |
|
|
2025
Q4 | $79.5M | Buy |
931,521
+149,990
| +19% | +$12.3M | 0.22% | 91 |
|
|
2025
Q3 | $59.7M | Buy |
781,531
+653,080
| +508% | +$44.8M | 0.18% | 110 |
|
|
2025
Q2 | $8.42M | Buy |
128,451
+126,331
| +5,959% | +$8.22M | 0.03% | 432 |
|
|
2025
Q1 | $131K | Buy |
2,120
+212
| +11% | +$12K | ﹤0.01% | 2203 |
|
|
2024
Q4 | $99K | Buy |
1,908
+580
| +44% | +$30.6K | ﹤0.01% | 2288 |
|
|
2024
Q3 | $69K | Buy |
1,328
+165
| +14% | +$8.1K | ﹤0.01% | 2451 |
|
|
2024
Q2 | $54K | Sell |
1,163
-167
| -13% | -$7.74K | ﹤0.01% | 2433 |
|
|
2024
Q1 | $59K | Buy |
1,330
+1,302
| +4,650% | +$53.5K | ﹤0.01% | 2189 |
|
|
2023
Q4 | $1K | Sell |
28
-519
| -95% | -$20.3K | ﹤0.01% | 3958 |
|
|
2023
Q3 | $20K | Buy |
547
+265
| +94% | +$10.1K | ﹤0.01% | 2682 |
|
|
2023
Q2 | $11K | Buy |
282
+162
| +135% | +$6.36K | ﹤0.01% | 3015 |
|
|
2023
Q1 | $5K | Sell |
120
-271
| -69% | -$10.2K | ﹤0.01% | 3290 |
|
|
2022
Q4 | $14K | Sell |
391
-221
| -36% | -$7.59K | ﹤0.01% | 2605 |
|
|
2022
Q3 | $20K | Buy |
612
+307
| +101% | +$10.5K | ﹤0.01% | 2216 |
|
|
2022
Q2 | $11K | Sell |
305
-121
| -28% | -$4.5K | ﹤0.01% | 2521 |
|
|
2022
Q1 | $16K | Sell |
426
-44
| -9% | -$1.64K | ﹤0.01% | 2218 |
|
|
2021
Q4 | $17K | Buy |
+470
| New | +$16.8K | ﹤0.01% | 2070 |
|
|
2021
Q2 | $1K | Hold |
25
| – | – | ﹤0.01% | 2793 |
|
|
2021
Q1 | $1K | Hold |
25
| – | – | ﹤0.01% | 2793 |
|
|
2020
Q4 | $1K | Hold |
25
| – | – | ﹤0.01% | 2793 |
|
|
2020
Q3 | $1K | Hold |
25
| – | – | ﹤0.01% | 2792 |
|
|
2020
Q2 | $1K | Hold |
25
| – | – | ﹤0.01% | 2792 |
|
|
2020
Q1 | $1K | Hold |
25
| – | – | ﹤0.01% | 2791 |
|
|
2019
Q4 | $1K | Hold |
25
| – | – | ﹤0.01% | 2791 |
|
|
2019
Q3 | $1K | Hold |
25
| – | – | ﹤0.01% | 2791 |
|
|
2019
Q2 | $1K | Hold |
25
| – | – | ﹤0.01% | 2791 |
|
|
2019
Q1 | $1K | Sell |
25
-154
| -86% | -$4.01K | ﹤0.01% | 2790 |
|
|
2018
Q4 | $5K | Buy |
+179
| New | +$4.39K | ﹤0.01% | 1521 |
|
Other funds holding GLDM
EW
CCWM
RAM
