DWM
Diversify 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 | $523K | Buy |
7,885
+1,217
| +18% | +$80.7K | 0.03% | 362 |
|
|
2025
Q1 | $439K | Sell |
6,668
-594
| -8% | -$39.1K | 0.03% | 373 |
|
|
2024
Q4 | $390K | Sell |
7,262
-8,516
| -54% | -$457K | 0.03% | 389 |
|
|
2024
Q3 | $849K | Sell |
15,778
-3,133
| -17% | -$169K | 0.08% | 218 |
|
|
2024
Q2 | $902K | Buy |
+18,911
| New | +$902K | 0.11% | 173 |
|