EisnerAmper Wealth Management Corporate Benefits’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.35M | Sell |
33,105
-23,211
| -41% | -$949K | 0.49% | 42 |
|
|
2023
Q3 | $2.07M | Buy |
+56,316
| New | +$2.07M | 0.92% | 36 |
|
|
2023
Q2 | – | Sell |
-99,681
| Closed | -$3.9M | – | 58 |
|
|
2023
Q1 | $3.9M | Buy |
99,681
+62,436
| +168% | +$2.44M | 1.89% | 18 |
|
|
2022
Q4 | $1.35M | Buy |
37,245
+749
| +2% | +$27.1K | 0.69% | 30 |
|
|
2022
Q3 | $1.2M | Sell |
36,496
-32,286
| -47% | -$1.07M | 0.69% | 29 |
|
|
2022
Q2 | $2.47M | Sell |
68,782
-49,070
| -42% | -$1.76M | 1.31% | 26 |
|
|
2022
Q1 | $4.53M | Buy |
117,852
+14,435
| +14% | +$555K | 2.18% | 14 |
|
|
2021
Q4 | $3.76M | Buy |
103,417
+7,605
| +8% | +$277K | 1.71% | 17 |
|
|
2021
Q3 | $3.35M | Buy |
95,812
+15,694
| +20% | +$548K | 1.68% | 19 |
|
|
2021
Q2 | $2.82M | Buy |
80,118
+4,358
| +6% | +$154K | 1.42% | 21 |
|
|
2021
Q1 | $2.58M | Buy |
75,760
+5,947
| +9% | +$202K | 1.39% | 23 |
|
|
2020
Q4 | $2.65M | Buy |
69,813
+4,718
| +7% | +$179K | 1.51% | 22 |
|
|
2020
Q3 | $2.45M | Buy |
65,095
+8,288
| +15% | +$312K | 1.61% | 21 |
|
|
2020
Q2 | $2.02M | Buy |
+56,807
| New | +$2.02M | 1.38% | 22 |
|
|
2019
Q2 | – | Sell |
-21,578
| Closed | -$557K | – | 33 |
|
|
2019
Q1 | $557K | Buy |
21,578
+11,989
| +125% | +$309K | 0.42% | 30 |
|
|
2018
Q4 | $246K | Buy |
+9,589
| New | +$246K | 0.21% | 35 |
|