CIA
Compass Ion Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.33M | Buy |
50,876
+9,221
| +22% | +$604K | 0.36% | 35 |
|
|
2025
Q1 | $2.58M | Buy |
41,655
+8,562
| +26% | +$530K | 0.3% | 41 |
|
|
2024
Q4 | $1.72M | Buy |
33,093
+4,016
| +14% | +$209K | 0.2% | 66 |
|
|
2024
Q3 | $1.52M | Buy |
+29,077
| New | +$1.52M | 0.19% | 69 |
|
|
2022
Q4 | – | Sell |
-188,033
| Closed | -$6.2M | – | 76 |
|
|
2022
Q3 | $6.2M | Buy |
188,033
+5,806
| +3% | +$191K | 1.72% | 11 |
|
|
2022
Q2 | $6.54M | Sell |
182,227
-562
| -0.3% | -$20.2K | 1.89% | 10 |
|
|
2022
Q1 | $7.03M | Sell |
182,789
-153,069
| -46% | -$5.89M | 2.18% | 11 |
|
|
2021
Q4 | $6.11M | Sell |
335,858
-54,523
| -14% | -$991K | 1.96% | 12 |
|
|
2021
Q3 | $6.82M | Buy |
390,381
+4,249
| +1% | +$74.2K | 2.45% | 11 |
|
|
2021
Q2 | $6.8M | Buy |
+386,132
| New | +$6.8M | 2.64% | 11 |
|