CWA
Continuum Wealth 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 | $14.9M | Buy |
227,575
+79,599
| +54% | +$5.22M | 7.16% | 6 |
|
|
2025
Q1 | $9.16M | Buy |
147,976
+11,742
| +9% | +$727K | 4.7% | 8 |
|
|
2024
Q4 | $7.08M | Buy |
136,234
+7,241
| +6% | +$376K | 3.58% | 7 |
|
|
2024
Q3 | $6.72M | Sell |
128,993
-26,907
| -17% | -$1.4M | 3.61% | 8 |
|
|
2024
Q2 | $7.19M | Buy |
+155,900
| New | +$7.19M | 3.78% | 9 |
|
|
2023
Q2 | – | Sell |
-180,221
| Closed | -$7.05M | – | 51 |
|
|
2023
Q1 | $7.05M | Buy |
+180,221
| New | +$7.05M | 5.75% | 8 |
|