Creative Planning’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
$2.85M Sell
43,523
-46,306
-52% -$3.03M ﹤0.01% 1064
2025
Q1
$5.56M Buy
89,829
+58,494
+187% +$3.62M 0.01% 669
2024
Q4
$1.63M Sell
31,335
-9,814
-24% -$510K ﹤0.01% 1268
2024
Q3
$2.15M Sell
41,149
-890
-2% -$46.4K ﹤0.01% 1023
2024
Q2
$1.94M Buy
42,039
+2,400
+6% +$111K ﹤0.01% 998
2024
Q1
$1.75M Sell
39,639
-2,043
-5% -$90K ﹤0.01% 1023
2023
Q4
$1.71M Sell
41,682
-12,786
-23% -$523K ﹤0.01% 972
2023
Q3
$2M Buy
54,468
+23,481
+76% +$861K ﹤0.01% 848
2023
Q2
$1.18M Buy
30,987
+193
+0.6% +$7.35K ﹤0.01% 1051
2023
Q1
$1.2M Buy
30,794
+1,662
+6% +$65K ﹤0.01% 979
2022
Q4
$1.05M Sell
29,132
-9,982
-26% -$361K ﹤0.01% 1002
2022
Q3
$1.29M Sell
39,114
-390
-1% -$12.9K ﹤0.01% 852
2022
Q2
$1.42M Sell
39,504
-5,983
-13% -$215K ﹤0.01% 827
2022
Q1
$1.75M Buy
+45,487
New +$1.75M ﹤0.01% 759
2021
Q3
Sell
-73,667
Closed -$2.6M 2084
2021
Q2
$2.6M Sell
73,667
-7,918
-10% -$279K ﹤0.01% 583
2021
Q1
$2.77M Sell
81,585
-2,406
-3% -$81.8K 0.01% 586
2020
Q4
$3.18M Buy
+83,991
New +$3.18M 0.01% 488