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Confluence Wealth Services’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Confluence Wealth Services’s Portfolio GLDM Stock Details GLDM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-11,673
Closed -$609K – 338
2024
Q3 		$609K Sell
11,673
-21,488
-65% -$1.12M 0.04% 197
2024
Q2 		$1.53M Buy
33,161
+18,973
+134% +$874K 0.12% 97
2024
Q1 		$625K Buy
+14,188
New +$625K 0.06% 184