EverSource Wealth Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$27.5K Sell
419
-673
-62% -$44.1K ﹤0.01% 2037
2025
Q1
$67.6K Buy
1,092
+734
+205% +$45.4K ﹤0.01% 1083
2024
Q4
$18.6K Buy
358
+218
+156% +$11.3K ﹤0.01% 1663
2024
Q3
$7.3K Sell
140
-39
-22% -$2.03K ﹤0.01% 2045
2024
Q2
$8.69K Buy
179
+39
+28% +$1.89K ﹤0.01% 1926
2024
Q1
$6.36K Buy
+140
New +$6.36K ﹤0.01% 1927
2023
Q3
Sell
-1,661
Closed -$63.3K 2576
2023
Q2
$63.3K Buy
+1,661
New +$63.3K 0.01% 744