Evernest Financial Advisors’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 | $26M | Buy |
396,942
+25,575
| +7% | +$1.68M | 8.42% | 1 |
|
|
2025
Q1 | $23M | Buy |
371,367
+27,975
| +8% | +$1.73M | 8.25% | 1 |
|
|
2024
Q4 | $17.9M | Buy |
343,392
+45,703
| +15% | +$2.38M | 4.63% | 4 |
|
|
2024
Q3 | $15.5M | Buy |
297,689
+24,165
| +9% | +$1.26M | 4.18% | 5 |
|
|
2024
Q2 | $12.6M | Buy |
273,524
+3,779
| +1% | +$174K | 5.65% | 4 |
|
|
2024
Q1 | $12.8M | Buy |
269,745
+269
| +0.1% | +$12.7K | 6.05% | 3 |
|
|
2023
Q4 | $11M | Buy |
+269,476
| New | +$11M | 5.59% | 3 |
|
|
2021
Q4 | $11M | Buy |
+137,010
| New | +$11M | 5.7% | 3 |
|