Choate Investment Advisors’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 | $1.7M | Buy |
25,977
+1,169
| +5% | +$76.6K | 0.04% | 154 |
|
|
2025
Q1 | $1.54M | Buy |
24,808
+13,780
| +125% | +$853K | 0.04% | 154 |
|
|
2024
Q4 | $573K | Hold |
11,028
| – | – | 0.01% | 252 |
|
|
2024
Q3 | $575K | Hold |
11,028
| – | – | 0.01% | 250 |
|
|
2024
Q2 | $508K | Hold |
11,028
| – | – | 0.01% | 248 |
|
|
2024
Q1 | $486K | Sell |
11,028
-14,732
| -57% | -$649K | 0.01% | 268 |
|
|
2023
Q4 | $1.05M | Hold |
25,760
| – | – | 0.03% | 179 |
|
|
2023
Q3 | $944K | Hold |
25,760
| – | – | 0.04% | 168 |
|
|
2023
Q2 | $981K | Hold |
25,760
| – | – | 0.04% | 143 |
|
|
2023
Q1 | $1.01M | Hold |
25,760
| – | – | 0.05% | 126 |
|
|
2022
Q4 | $932K | Sell |
25,760
-11,956
| -32% | -$433K | 0.06% | 130 |
|
|
2022
Q3 | $1.24M | Sell |
37,716
-15
| -0% | -$495 | 0.08% | 93 |
|
|
2022
Q2 | $1.35M | Buy |
+37,731
| New | +$1.35M | 0.08% | 97 |
|
|
2022
Q1 | – | Sell |
-37,732
| Closed | -$1.37M | – | 367 |
|
|
2021
Q4 | $1.37M | Hold |
37,732
| – | – | 0.08% | 114 |
|
|
2021
Q3 | $1.32M | Sell |
37,732
-958
| -2% | -$33.5K | 0.08% | 100 |
|
|
2021
Q2 | $1.36M | Hold |
38,690
| – | – | 0.08% | 102 |
|
|
2021
Q1 | $1.32M | Sell |
38,690
-51,501
| -57% | -$1.75M | 0.08% | 97 |
|
|
2020
Q4 | $3.42M | Buy |
90,191
+620
| +0.7% | +$23.5K | 0.21% | 44 |
|
|
2020
Q3 | $3.37M | Buy |
89,571
+67,792
| +311% | +$2.55M | 0.22% | 41 |
|
|
2020
Q2 | $774K | Buy |
21,779
+7,086
| +48% | +$252K | 0.06% | 121 |
|
|
2020
Q1 | $462K | Buy |
+14,693
| New | +$462K | 0.04% | 154 |
|