FMWA
Forvis Mazars Wealth 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 | $4.59M | Buy |
70,131
+2,863
| +4% | +$188K | 0.1% | 90 |
|
|
2025
Q1 | $4.16M | Sell |
67,268
-1,289
| -2% | -$79.8K | 0.1% | 96 |
|
|
2024
Q4 | $3.56M | Sell |
68,557
-305
| -0.4% | -$15.9K | 0.08% | 115 |
|
|
2024
Q3 | $3.59M | Buy |
68,862
+467
| +0.7% | +$24.3K | 0.08% | 119 |
|
|
2024
Q2 | $3.15M | Buy |
68,395
+716
| +1% | +$33K | 0.08% | 123 |
|
|
2024
Q1 | $2.98M | Buy |
67,679
+3,181
| +5% | +$140K | 0.08% | 125 |
|
|
2023
Q4 | $2.64M | Sell |
64,498
-14,691
| -19% | -$601K | 0.07% | 131 |
|
|
2023
Q3 | $2.9M | Buy |
79,189
+116
| +0.1% | +$4.25K | 0.09% | 120 |
|
|
2023
Q2 | $3.01M | Sell |
79,073
-802
| -1% | -$30.5K | 0.09% | 137 |
|
|
2023
Q1 | $3.12M | Buy |
79,875
+197
| +0.2% | +$7.71K | 0.1% | 116 |
|
|
2022
Q4 | $2.88M | Sell |
79,678
-2,731
| -3% | -$98.8K | 0.1% | 114 |
|
|
2022
Q3 | $2.72M | Sell |
82,409
-2,805
| -3% | -$92.5K | 0.11% | 113 |
|
|
2022
Q2 | $3.06M | Buy |
85,214
+4,972
| +6% | +$178K | 0.12% | 95 |
|
|
2022
Q1 | $3.09M | Sell |
80,242
-88,075
| -52% | -$3.39M | 0.13% | 84 |
|
|
2021
Q4 | $3.06M | Sell |
168,317
-4,466
| -3% | -$81.2K | 0.13% | 80 |
|
|
2021
Q3 | $3.02M | Sell |
172,783
-9,250
| -5% | -$162K | 0.14% | 76 |
|
|
2021
Q2 | $3.21M | Sell |
182,033
-10,872
| -6% | -$191K | 0.15% | 72 |
|
|
2021
Q1 | $3.28M | Sell |
192,905
-22,348
| -10% | -$380K | 0.16% | 68 |
|
|
2020
Q4 | $4.08M | Sell |
215,253
-672,683
| -76% | -$12.7M | 0.2% | 56 |
|
|
2020
Q3 | $16.7M | Sell |
887,936
-7,898
| -0.9% | -$148K | 0.97% | 17 |
|
|
2020
Q2 | $15.9M | Buy |
895,834
+34,311
| +4% | +$609K | 1.03% | 15 |
|
|
2020
Q1 | $13.5M | Buy |
861,523
+12,608
| +1% | +$198K | 1.11% | 12 |
|
|
2019
Q4 | $12.9M | Buy |
848,915
+38,879
| +5% | +$589K | 0.93% | 15 |
|
|
2019
Q3 | $11.9M | Buy |
810,036
+91,022
| +13% | +$1.34M | 0.95% | 15 |
|
|
2019
Q2 | $10.1M | Buy |
+719,014
| New | +$10.1M | 0.82% | 15 |
|