Castleview Partners’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 | – | Sell |
-24,289
| Closed | -$1.5M | – | 175 |
|
|
2025
Q1 | $1.5M | Buy |
24,289
+5,118
| +27% | +$317K | 1.02% | 19 |
|
|
2024
Q4 | $1.01M | Buy |
+19,171
| New | +$1.01M | 0.54% | 42 |
|
|
2024
Q3 | – | Sell |
-2,196
| Closed | -$101K | – | 688 |
|
|
2024
Q2 | $101K | Sell |
2,196
-1,080
| -33% | -$49.8K | 0.06% | 235 |
|
|
2024
Q1 | $144K | Buy |
3,276
+99
| +3% | +$4.36K | 0.08% | 215 |
|
|
2023
Q4 | $130K | Buy |
+3,177
| New | +$130K | 0.09% | 176 |
|
|
2023
Q3 | – | Sell |
-1
| Closed | -$38 | – | 705 |
|
|
2023
Q2 | $38 | Buy |
+1
| New | +$38 | ﹤0.01% | 684 |
|