Foundations Investment 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
$3.9M Buy
59,590
+5,182
+10% +$340K 0.06% 234
2025
Q1
$3.37M Buy
54,408
+10,089
+23% +$624K 0.06% 237
2024
Q4
$2.3M Buy
44,319
+5,987
+16% +$311K 0.04% 266
2024
Q3
$2M Buy
38,332
+2,511
+7% +$131K 0.04% 268
2024
Q2
$1.65M Buy
+35,821
New +$1.65M 0.04% 257
2024
Q1
Sell
-19,103
Closed -$778K 721
2023
Q4
$778K Buy
+19,103
New +$778K 0.02% 349