Forvis Mazars Wealth Advisors’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
2025
Q2
$4.59M Buy
2025
Q1
$4.16M Sell
2024
Q4
$3.56M Sell
2024
Q3
$3.59M Buy
2024
Q2
$3.15M Buy
2024
Q1
$2.98M Buy
2023
Q4
$2.64M Sell
2023
Q3
$2.9M Buy
2023
Q2
$3.01M Sell
2023
Q1
$3.12M Buy
2022
Q4
$2.88M Sell
2022
Q3
$2.72M Sell
2022
Q2
$3.06M Buy
2022
Q1
$3.09M Sell
2021
Q4
$3.06M Sell
2021
Q3
$3.02M Sell
2021
Q2
$3.21M Sell
2021
Q1
$3.28M Sell
2020
Q4
$4.08M Sell
2020
Q3
$16.7M Sell
2020
Q2
$15.9M Buy
2020
Q1
$13.5M Buy
2019
Q4
$12.9M Buy
2019
Q3
$11.9M Buy
2019
Q2
$10.1M Buy