IWA
Inspirion Wealth Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.79M | Buy |
103,557
+956
| +0.9% | +$62.6K | 0.9% | 21 |
|
|
2025
Q1 | $6.35M | Buy |
102,601
+909
| +0.9% | +$56.3K | 0.88% | 19 |
|
|
2024
Q4 | $5.34M | Buy |
101,692
+3,317
| +3% | +$174K | 0.75% | 20 |
|
|
2024
Q3 | $5.13M | Buy |
98,375
+2,583
| +3% | +$135K | 0.72% | 20 |
|
|
2024
Q2 | $4.42M | Buy |
95,792
+44
| +0% | +$2.03K | 0.68% | 21 |
|
|
2024
Q1 | $4.22M | Buy |
95,748
+732
| +0.8% | +$32.2K | 0.7% | 22 |
|
|
2023
Q4 | $3.88M | Buy |
95,016
+1,877
| +2% | +$76.6K | 0.7% | 22 |
|
|
2023
Q3 | $3.41M | Sell |
93,139
-757
| -0.8% | -$27.8K | 0.67% | 28 |
|
|
2023
Q2 | $3.58M | Buy |
93,896
+2,359
| +3% | +$89.9K | 0.69% | 26 |
|
|
2023
Q1 | $3.58M | Buy |
91,537
+4,345
| +5% | +$170K | 0.72% | 25 |
|
|
2022
Q4 | $3.16M | Sell |
87,192
-4,386
| -5% | -$159K | 0.67% | 28 |
|
|
2022
Q3 | $3.02M | Sell |
91,578
-2,572
| -3% | -$84.8K | 0.68% | 27 |
|
|
2022
Q2 | $3.38M | Buy |
+94,150
| New | +$3.38M | 0.74% | 26 |
|
|
2022
Q1 | – | Sell |
-189,499
| Closed | -$3.45M | – | 107 |
|
|
2021
Q4 | $3.45M | Buy |
189,499
+9,509
| +5% | +$173K | 0.73% | 22 |
|
|
2021
Q3 | $3.14M | Buy |
179,990
+4,724
| +3% | +$82.5K | 0.72% | 24 |
|
|
2021
Q2 | $3.09M | Buy |
175,266
+39,148
| +29% | +$689K | 0.76% | 22 |
|
|
2021
Q1 | $2.31M | Buy |
136,118
+35,212
| +35% | +$599K | 0.61% | 22 |
|
|
2020
Q4 | $1.91M | Buy |
100,906
+64,001
| +173% | +$1.21M | 0.54% | 24 |
|
|
2020
Q3 | $694K | Buy |
36,905
+11,744
| +47% | +$221K | 0.24% | 36 |
|
|
2020
Q2 | $447K | Buy |
+25,161
| New | +$447K | 0.18% | 47 |
|