Independent Advisor Alliance’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 | $200K | Buy |
+3,058
| New | +$200K | 0.01% | 848 |
|
|
2025
Q1 | – | Sell |
-70,796
| Closed | -$3.68M | – | 1029 |
|
|
2024
Q4 | $3.68M | Buy |
70,796
+60,865
| +613% | +$3.16M | 0.05% | 344 |
|
|
2024
Q3 | $518K | Buy |
9,931
+244
| +3% | +$12.7K | 0.02% | 453 |
|
|
2024
Q2 | $446K | Sell |
9,687
-741
| -7% | -$34.2K | 0.02% | 487 |
|
|
2024
Q1 | $459K | Sell |
10,428
-8,415
| -45% | -$371K | 0.02% | 472 |
|
|
2023
Q4 | $734K | Buy |
18,843
+10,160
| +117% | +$396K | 0.03% | 361 |
|
|
2023
Q3 | $318K | Buy |
8,683
+439
| +5% | +$16.1K | 0.01% | 509 |
|
|
2023
Q2 | $314K | Hold |
8,244
| – | – | 0.01% | 519 |
|
|
2023
Q1 | $322K | Sell |
8,244
-5,008
| -38% | -$196K | 0.02% | 504 |
|
|
2022
Q4 | $480K | Buy |
13,252
+887
| +7% | +$32.1K | 0.16% | 80 |
|
|
2022
Q3 | $408K | Buy |
12,365
+365
| +3% | +$12K | 0.02% | 418 |
|
|
2022
Q2 | $431K | Sell |
12,000
-1,801
| -13% | -$64.7K | 0.02% | 408 |
|
|
2022
Q1 | $531K | Buy |
13,801
+4,928
| +56% | +$190K | 0.03% | 378 |
|
|
2021
Q4 | $323K | Buy |
+8,873
| New | +$323K | 0.02% | 501 |
|
|
2021
Q3 | – | Sell |
-5,153
| Closed | -$181K | – | 650 |
|
|
2021
Q2 | $181K | Sell |
5,153
-177
| -3% | -$6.22K | 0.01% | 590 |
|
|
2021
Q1 | $181K | Buy |
+5,330
| New | +$181K | 0.01% | 561 |
|