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 |
|