FA
Fortis Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.3M | Sell |
80,881
-494
| -0.6% | -$32.4K | 3.39% | 8 |
|
2025
Q1 | $5.04M | Sell |
81,375
-520
| -0.6% | -$32.2K | 3.28% | 8 |
|
2024
Q4 | $4.26M | Sell |
81,895
-635
| -0.8% | -$33K | 2.79% | 10 |
|
2024
Q3 | $4.3M | Sell |
82,530
-2,094
| -2% | -$109K | 2.79% | 10 |
|
2024
Q2 | $3.9M | Sell |
84,624
-1,065
| -1% | -$49.1K | 2.75% | 9 |
|
2024
Q1 | $3.77M | Sell |
85,689
-353
| -0.4% | -$15.6K | 2.53% | 13 |
|
2023
Q4 | $3.52M | Sell |
86,042
-424
| -0.5% | -$17.3K | 2.51% | 12 |
|
2023
Q3 | $3.17M | Sell |
86,466
-44,514
| -34% | -$1.63M | 2.38% | 14 |
|
2023
Q2 | $4.99M | Sell |
130,980
-78
| -0.1% | -$2.97K | 3.57% | 10 |
|
2023
Q1 | $5.13M | Buy |
131,058
+62,387
| +91% | +$2.44M | 3.35% | 9 |
|
2022
Q4 | $2.49M | Buy |
68,671
+33
| +0% | +$1.19K | 1.89% | 14 |
|
2022
Q3 | $2.26M | Buy |
68,638
+1,453
| +2% | +$47.9K | 1.62% | 16 |
|
2022
Q2 | $2.41M | Buy |
+67,185
| New | +$2.41M | 1.6% | 17 |
|
2020
Q3 | – | Sell |
-7,225
| Closed | -$128K | – | 163 |
|
2020
Q2 | $128K | Buy |
+7,225
| New | +$128K | 0.13% | 71 |
|