Cassaday & Co Wealth Management’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$223M Sell
3,406,349
-2,321,003
-41% -$152M 5.59% 5
2025
Q1
$354M Sell
5,727,352
-17,074
-0.3% -$1.06M 9.97% 2
2024
Q4
$299M Buy
5,744,426
+106,433
+2% +$5.53M 8.15% 2
2024
Q3
$294M Buy
+5,637,993
New +$294M 8.31% 2
2023
Q3
Sell
-5,250,656
Closed -$200M 270
2023
Q2
$200M Buy
5,250,656
+14,872
+0.3% +$566K 7.93% 2
2023
Q1
$205M Buy
5,235,784
+29,871
+0.6% +$1.17M 8.73% 2
2022
Q4
$188M Buy
+5,205,913
New +$188M 8.7% 2