GeoWealth 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 | $21.3K | Sell |
325
-54,750
| -99% | -$3.59M | ﹤0.01% | 1054 |
|
|
2025
Q1 | $3.41M | Sell |
55,075
-5,585
| -9% | -$346K | 0.14% | 97 |
|
|
2024
Q4 | $3.15M | Sell |
60,660
-68,592
| -53% | -$3.57M | 0.1% | 132 |
|
|
2024
Q3 | $6.74M | Buy |
129,252
+78,860
| +156% | +$4.11M | 0.24% | 75 |
|
|
2024
Q2 | $2.32M | Sell |
50,392
-4,301
| -8% | -$198K | 0.1% | 143 |
|
|
2024
Q1 | $2.41M | Buy |
54,693
+122
| +0.2% | +$5.37K | 0.09% | 153 |
|
|
2023
Q4 | $2.23M | Sell |
54,571
-1,134
| -2% | -$46.4K | 0.18% | 112 |
|
|
2023
Q3 | $2.04M | Buy |
55,705
+353
| +0.6% | +$12.9K | 0.23% | 96 |
|
|
2023
Q2 | $2.11M | Buy |
55,352
+4,524
| +9% | +$172K | 0.23% | 83 |
|
|
2023
Q1 | $1.99M | Buy |
+50,828
| New | +$1.99M | 0.23% | 69 |
|