CWM
Congress Wealth Management’s SPDR Gold MiniShares Trust GLDM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $62.1M | Sell |
947,412
-148,629
| -14% | -$9.74M | 0.6% | 25 |
|
|
2025
Q1 | $67.8M | Sell |
1,096,041
-28,153
| -3% | -$1.74M | 0.81% | 17 |
|
|
2024
Q4 | $58.4M | Sell |
1,124,194
-21,069
| -2% | -$1.1M | 0.8% | 19 |
|
|
2024
Q3 | $59.7M | Sell |
1,145,263
-251,596
| -18% | -$13.1M | 0.8% | 18 |
|
|
2024
Q2 | $64.4M | Sell |
1,396,859
-127,319
| -8% | -$5.87M | 1.02% | 16 |
|
|
2024
Q1 | $67.1M | Buy |
1,524,178
+6,985
| +0.5% | +$308K | 1.16% | 15 |
|
|
2023
Q4 | $62.1M | Sell |
1,517,193
-298,407
| -16% | -$12.2M | 1.14% | 15 |
|
|
2023
Q3 | $66.6M | Buy |
1,815,600
+2,446
| +0.1% | +$89.7K | 1.38% | 11 |
|
|
2023
Q2 | $69.1M | Sell |
1,813,154
-12,374
| -0.7% | -$471K | 1.6% | 10 |
|
|
2023
Q1 | $71.4M | Buy |
1,825,528
+411,624
| +29% | +$16.1M | 1.72% | 8 |
|
|
2022
Q4 | $51.2M | Sell |
1,413,904
-26,693
| -2% | -$966K | 1.32% | 13 |
|
|
2022
Q3 | $47.5M | Sell |
1,440,597
-410,009
| -22% | -$13.5M | 1.28% | 12 |
|
|
2022
Q2 | $66.4M | Buy |
1,850,606
+20,116
| +1% | +$722K | 1.7% | 9 |
|
|
2022
Q1 | $70.4M | Sell |
1,830,490
-1,024,159
| -36% | -$39.4M | 1.54% | 9 |
|
|
2021
Q4 | $51.9M | Buy |
+2,854,649
| New | +$51.9M | 1.03% | 20 |
|