Focused Wealth Management’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-2,060	Closed	-$84.3K	–	499
2023 Q4	$84.3K	Hold	2,060	–	–	0.01%	233
2023 Q3	$75.5K	Hold	2,060	–	–	0.01%	237
2023 Q2	$78.5K	Buy	2,060 +8	+0.4%	+$314	0.01%	240
2023 Q1	$80.3K	Buy	2,052 +200	+11%	+$7.51K	0.02%	230
2022 Q4	$67K	Buy	+1,852	New	+$63.6K	0.01%	266
2021 Q1	–	Sell	-8	Closed	–	–	950
2020 Q4	$0	Hold	8	–	–	﹤0.01%	861
2020 Q3	$0	Buy	8 +5	+167%	+$191	﹤0.01%	823
2020 Q2	$0	Hold	3	–	–	﹤0.01%	789
2020 Q1	$0	Sell	3 -93,184	-100%	-$2.94M	﹤0.01%	739
2019 Q4	$2.82M	Sell	93,187 -5,733	-6%	-$170K	0.67%	26
2019 Q3	$2.91M	Sell	98,920 -311	-0.3%	-$9.15K	0.8%	20
2019 Q2	$2.8M	Buy	99,231 +1,491	+2%	+$39K	0.75%	22
2019 Q1	$2.52M	Buy	97,740 +97,737	+3,257,900%	+$2.55M	0.76%	23
2018 Q4	$0	Hold	3	–	–	﹤0.01%	725
2018 Q3	$0	Buy	+3	New	+$73	﹤0.01%	686