Heritage Wealth Advisors’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 | $1.44M | Hold |
21,975
| – | – | 0.07% | 66 |
|
|
2025
Q1 | $1.36M | Hold |
21,975
| – | – | 0.07% | 66 |
|
|
2024
Q4 | $1.14M | Sell |
21,975
-108
| -0.5% | -$5.62K | 0.06% | 77 |
|
|
2024
Q3 | $1.15M | Hold |
22,083
| – | – | 0.05% | 80 |
|
|
2024
Q2 | $1.02M | Hold |
22,083
| – | – | 0.05% | 85 |
|
|
2024
Q1 | $973K | Hold |
22,083
| – | – | 0.04% | 90 |
|
|
2023
Q4 | $903K | Buy |
+22,083
| New | +$903K | 0.04% | 90 |
|