Geneos Wealth Management’s SPDR Gold MiniShares Trust GLDM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $523K | Buy |
7,986
+7,380
| +1,218% | +$484K | 0.01% | 695 |
|
|
2025
Q1 | $37.5K | Buy |
606
+303
| +100% | +$18.8K | ﹤0.01% | 2054 |
|
|
2024
Q4 | $15.8K | Hold |
303
| – | – | ﹤0.01% | 1842 |
|
|
2024
Q3 | $15.8K | Hold |
303
| – | – | ﹤0.01% | 1650 |
|
|
2024
Q2 | $14K | Hold |
303
| – | – | ﹤0.01% | 1454 |
|
|
2024
Q1 | $13.3K | Buy |
303
+45
| +17% | +$1.98K | ﹤0.01% | 1475 |
|
|
2023
Q4 | $10.6K | Hold |
258
| – | – | ﹤0.01% | 1538 |
|
|
2023
Q3 | $9.46K | Hold |
258
| – | – | ﹤0.01% | 1584 |
|
|
2023
Q2 | $9.83K | Hold |
258
| – | – | ﹤0.01% | 1581 |
|
|
2023
Q1 | $10.1K | Sell |
258
-440
| -63% | -$17.2K | ﹤0.01% | 1551 |
|
|
2022
Q4 | $25.3K | Sell |
698
-61
| -8% | -$2.21K | ﹤0.01% | 1261 |
|
|
2022
Q3 | $25K | Sell |
759
-194
| -20% | -$6.39K | ﹤0.01% | 1250 |
|
|
2022
Q2 | $34K | Sell |
953
-359
| -27% | -$12.8K | ﹤0.01% | 1450 |
|
|
2022
Q1 | $50K | Sell |
1,312
-9,044
| -87% | -$345K | ﹤0.01% | 1383 |
|
|
2021
Q4 | $376K | Sell |
10,356
-114,299
| -92% | -$4.15M | 0.01% | 667 |
|
|
2021
Q3 | $4.36M | Buy |
124,655
+6,144
| +5% | +$215K | 0.17% | 144 |
|
|
2021
Q2 | $4.21M | Sell |
118,511
-229,817
| -66% | -$8.17M | 0.16% | 146 |
|
|
2021
Q1 | $12.3M | Buy |
348,328
+3,653
| +1% | +$129K | 0.34% | 71 |
|
|
2020
Q4 | $3.65M | Buy |
344,675
+344,546
| +267,090% | +$3.65M | 0.15% | 159 |
|
|
2020
Q3 | $4K | Buy |
+129
| New | +$4K | ﹤0.01% | 2255 |
|