Congress Wealth Management’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$62.1M	Sell	947,412 -148,629	-14%	-$9.67M	0.6%	25
2025 Q1	$67.8M	Sell	1,096,041 -28,153	-3%	-$1.6M	0.81%	17
2024 Q4	$58.4M	Sell	1,124,194 -21,069	-2%	-$1.11M	0.8%	19
2024 Q3	$59.7M	Sell	1,145,263 -251,596	-18%	-$12.4M	0.8%	18
2024 Q2	$64.4M	Sell	1,396,859 -127,319	-8%	-$5.9M	1.02%	16
2024 Q1	$67.1M	Buy	1,524,178 +6,985	+0.5%	+$287K	1.16%	15
2023 Q4	$62.1M	Sell	1,517,193 -298,407	-16%	-$11.7M	1.14%	15
2023 Q3	$66.6M	Buy	1,815,600 +2,446	+0.1%	+$93.5K	1.38%	11
2023 Q2	$69.1M	Sell	1,813,154 -12,374	-0.7%	-$486K	1.6%	10
2023 Q1	$71.4M	Buy	1,825,528 +411,624	+29%	+$15.5M	1.72%	8
2022 Q4	$51.2M	Sell	1,413,904 -26,693	-2%	-$917K	1.32%	13
2022 Q3	$47.5M	Sell	1,440,597 -410,009	-22%	-$14.1M	1.28%	12
2022 Q2	$66.4M	Buy	1,850,606 +20,116	+1%	+$748K	1.7%	9
2022 Q1	$70.4M	Buy	1,830,490 +403,165	+28%	+$15.1M	1.54%	9
2021 Q4	$51.9M	Buy	+1,427,325	New	+$51M	1.04%	20