EWM
Evercore 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 | $7.1M | Buy |
108,435
+47,225
| +77% | +$3.09M | 0.11% | 85 |
|
|
2025
Q1 | $3.79M | Sell |
61,210
-21,725
| -26% | -$1.34M | 0.06% | 116 |
|
|
2024
Q4 | $4.31M | Buy |
82,935
+6,300
| +8% | +$328K | 0.06% | 112 |
|
|
2024
Q3 | $3.99M | Buy |
76,635
+2,000
| +3% | +$104K | 0.06% | 113 |
|
|
2024
Q2 | $3.44M | Buy |
74,635
+2,593
| +4% | +$120K | 0.05% | 119 |
|
|
2024
Q1 | $3.17M | Sell |
72,042
-599
| -0.8% | -$26.4K | 0.05% | 128 |
|
|
2023
Q4 | $2.97M | Buy |
72,641
+2,774
| +4% | +$113K | 0.05% | 131 |
|
|
2023
Q3 | $2.56M | Buy |
69,867
+2,991
| +4% | +$110K | 0.05% | 133 |
|
|
2023
Q2 | $2.55M | Buy |
66,876
+2,813
| +4% | +$107K | 0.05% | 138 |
|
|
2023
Q1 | $2.51M | Sell |
64,063
-10,550
| -14% | -$413K | 0.05% | 138 |
|
|
2022
Q4 | $2.7M | Sell |
74,613
-1,218
| -2% | -$44.1K | 0.06% | 131 |
|
|
2022
Q3 | $2.5M | Buy |
75,831
+3,401
| +5% | +$112K | 0.06% | 130 |
|
|
2022
Q2 | $2.6M | Buy |
72,430
+3,336
| +5% | +$120K | 0.05% | 130 |
|
|
2022
Q1 | $2.66M | Buy |
69,094
+2,793
| +4% | +$107K | 0.05% | 142 |
|
|
2021
Q4 | $1.21M | Buy |
66,301
+5,500
| +9% | +$100K | 0.02% | 210 |
|
|
2021
Q3 | $1.06M | Buy |
60,801
+1,400
| +2% | +$24.5K | 0.02% | 215 |
|
|
2021
Q2 | $1.05M | Buy |
59,401
+23,211
| +64% | +$409K | 0.02% | 221 |
|
|
2021
Q1 | $615K | Buy |
+36,190
| New | +$615K | 0.01% | 269 |
|