HP
Holistic Planning’s SPDR Gold MiniShares Trust GLDM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.41M | Sell |
21,563
-788
| -4% | -$51.6K | 0.4% | 47 |
|
2025
Q1 | $1.38M | Sell |
22,351
-687
| -3% | -$42.5K | 0.47% | 40 |
|
2024
Q4 | $1.2M | Buy |
23,038
+17,821
| +342% | +$927K | 0.43% | 44 |
|
2024
Q3 | $272K | Buy |
+5,217
| New | +$272K | 0.12% | 126 |
|