Copperwynd Financial’s SPDR Gold MiniShares Trust GLDM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.95M | Sell |
45,065
-5,578
| -11% | -$365K | 0.74% | 31 |
|
2025
Q1 | $3.13M | Sell |
50,643
-1,933
| -4% | -$120K | 0.86% | 23 |
|
2024
Q4 | $2.73M | Buy |
52,576
+668
| +1% | +$34.7K | 0.75% | 27 |
|
2024
Q3 | $2.71M | Buy |
51,908
+1,138
| +2% | +$59.3K | 0.81% | 21 |
|
2024
Q2 | $2.47M | Buy |
50,770
+506
| +1% | +$24.6K | 0.81% | 21 |
|
2024
Q1 | $2.21M | Buy |
50,264
+6,094
| +14% | +$268K | 0.8% | 20 |
|
2023
Q4 | $1.81M | Sell |
44,170
-3,473
| -7% | -$142K | 0.72% | 25 |
|
2023
Q3 | $1.75M | Buy |
47,643
+3,693
| +8% | +$135K | 0.82% | 21 |
|
2023
Q2 | $1.67M | Sell |
43,950
-1,397
| -3% | -$53.2K | 0.78% | 29 |
|
2023
Q1 | $1.77M | Buy |
+45,347
| New | +$1.77M | 0.91% | 29 |
|
2022
Q2 | – | Sell |
-87,655
| Closed | -$3.37M | – | 126 |
|
2022
Q1 | $3.37M | Buy |
+87,655
| New | +$3.37M | 1.4% | 16 |
|
2021
Q3 | – | Sell |
-40,773
| Closed | -$1.44M | – | 119 |
|
2021
Q2 | $1.44M | Buy |
+40,773
| New | +$1.44M | 0.61% | 29 |
|
2020
Q4 | – | Sell |
-89,102
| Closed | -$3.35M | – | 123 |
|
2020
Q3 | $3.35M | Buy |
89,102
+49,491
| +125% | +$1.86M | 1.78% | 14 |
|
2020
Q2 | $1.41M | Buy |
+39,611
| New | +$1.41M | 0.81% | 21 |
|
2020
Q1 | – | Sell |
-61,108
| Closed | -$1.85M | – | 94 |
|
2019
Q4 | $1.85M | Sell |
61,108
-58,700
| -49% | -$1.78M | 0.98% | 25 |
|
2019
Q3 | $3.51M | Sell |
119,808
-215,265
| -64% | -$6.3M | 1.99% | 14 |
|
2019
Q2 | $9.44M | Buy |
+335,073
| New | +$9.44M | 5.43% | 2 |
|