Compass Financial Services’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
$147K Sell
2,247
-5,883
-72% -$385K 0.07% 55
2025
Q1
$503K Buy
8,130
+1,302
+19% +$80.6K 0.26% 26
2024
Q4
$355K Buy
+6,828
New +$355K 0.2% 30