Cerity 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 | $69.9M | Buy |
1,066,263
+72,854
| +7% | +$4.77M | 0.12% | 158 |
|
|
2025
Q1 | $61.5M | Buy |
993,409
+156,804
| +19% | +$9.7M | 0.12% | 156 |
|
|
2024
Q4 | $43.5M | Buy |
836,605
+13,420
| +2% | +$698K | 0.09% | 184 |
|
|
2024
Q3 | $42.9M | Buy |
823,185
+277,404
| +51% | +$14.5M | 0.1% | 191 |
|
|
2024
Q2 | $25.2M | Buy |
545,781
+26,098
| +5% | +$1.2M | 0.07% | 244 |
|
|
2024
Q1 | $22.9M | Sell |
519,683
-12,594
| -2% | -$555K | 0.06% | 270 |
|
|
2023
Q4 | $21.8M | Buy |
532,277
+108,739
| +26% | +$4.45M | 0.07% | 230 |
|
|
2023
Q3 | $15.5M | Sell |
423,538
-33,711
| -7% | -$1.24M | 0.08% | 222 |
|
|
2023
Q2 | $17.4M | Buy |
457,249
+34,385
| +8% | +$1.31M | 0.07% | 250 |
|
|
2023
Q1 | $16.5M | Buy |
+422,864
| New | +$16.5M | 0.04% | 269 |
|
|
2021
Q4 | – | Sell |
-27,756
| Closed | -$969K | – | 1034 |
|
|
2021
Q3 | $969K | Buy |
27,756
+4,301
| +18% | +$150K | 0.02% | 367 |
|
|
2021
Q2 | $826K | Buy |
23,455
+793
| +3% | +$27.9K | 0.02% | 392 |
|
|
2021
Q1 | $771K | Sell |
22,662
-677
| -3% | -$23K | 0.02% | 380 |
|
|
2020
Q4 | $884K | Buy |
23,339
+977
| +4% | +$37K | 0.03% | 320 |
|
|
2020
Q3 | $841K | Buy |
22,362
+2,589
| +13% | +$97.4K | 0.03% | 264 |
|
|
2020
Q2 | $702K | Buy |
19,773
+10,520
| +114% | +$373K | 0.04% | 240 |
|
|
2020
Q1 | $291K | Hold |
9,253
| – | – | 0.02% | 345 |
|
|
2019
Q4 | $280K | Buy |
+9,253
| New | +$280K | 0.01% | 441 |
|