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Genesis Wealth Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Genesis Wealth Advisors’s Portfolio GLDM Stock Details GLDM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.04M Sell
31,195
-4,360
-12% -$286K 1.53% 16
2025
Q1 		$2.2M Sell
35,555
-37,467
-51% -$2.32M 1.78% 16
2024
Q4 		$3.8M Buy
+73,022
New +$3.8M 3.31% 8