EP 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 | $278K | Sell |
4,245
-1,521
| -26% | -$99.7K | ﹤0.01% | 1062 |
|
|
2025
Q1 | $357K | Buy |
5,766
+1,152
| +25% | +$71.3K | ﹤0.01% | 832 |
|
|
2024
Q4 | $240K | Buy |
4,614
+369
| +9% | +$19.2K | ﹤0.01% | 973 |
|
|
2024
Q3 | $221K | Buy |
+4,245
| New | +$221K | ﹤0.01% | 992 |
|
|
2024
Q2 | – | Sell |
-10,737
| Closed | -$473K | – | 869 |
|
|
2024
Q1 | $473K | Buy |
+10,737
| New | +$473K | 0.01% | 520 |
|