Focus Partners Wealth’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
Sell
-71,720
Closed -$4.44M 2072
2025
Q1
$4.44M Sell
71,720
-4,637
-6% -$287K 0.01% 656
2024
Q4
$3.97M Buy
76,357
+6,575
+9% +$342K 0.01% 672
2024
Q3
$3.64M Sell
69,782
-11,619
-14% -$606K 0.01% 632
2024
Q2
$3.75M Buy
81,401
+4,907
+6% +$226K 0.01% 546
2024
Q1
$3.37M Buy
76,494
+243
+0.3% +$10.7K 0.03% 400
2023
Q4
$3.12M Buy
+76,251
New +$3.12M 0.04% 292