Clearstead 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
$602K Sell
9,189
-2,115
-19% -$139K 0.01% 561
2025
Q1
$700K Sell
11,304
-1,797
-14% -$111K 0.01% 489
2024
Q4
$681K Buy
13,101
+1,012
+8% +$52.6K 0.01% 491
2024
Q3
$630K Buy
12,089
+145
+1% +$7.56K 0.01% 515
2024
Q2
$550K Buy
+11,944
New +$550K 0.01% 518