Integrated Wealth Concepts’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 | $736K | Buy |
11,240
+6,112
| +119% | +$400K | 0.01% | 1068 |
|
|
2025
Q1 | $317K | Buy |
5,128
+91
| +2% | +$5.63K | ﹤0.01% | 1382 |
|
|
2024
Q4 | $262K | Sell |
5,037
-273
| -5% | -$14.2K | ﹤0.01% | 1448 |
|
|
2024
Q3 | $277K | Buy |
5,310
+832
| +19% | +$43.4K | ﹤0.01% | 1395 |
|
|
2024
Q2 | $206K | Sell |
4,478
-312
| -7% | -$14.4K | ﹤0.01% | 1505 |
|
|
2024
Q1 | $211K | Sell |
4,790
-777
| -14% | -$34.2K | ﹤0.01% | 1500 |
|
|
2023
Q4 | $228K | Sell |
5,567
-539
| -9% | -$22.1K | ﹤0.01% | 1404 |
|
|
2023
Q3 | $224K | Buy |
6,106
+618
| +11% | +$22.7K | ﹤0.01% | 1365 |
|
|
2023
Q2 | $209K | Buy |
+5,488
| New | +$209K | ﹤0.01% | 1408 |
|
|
2022
Q1 | – | Sell |
-11,694
| Closed | -$425K | – | 990 |
|
|
2021
Q4 | $425K | Buy |
11,694
+716
| +7% | +$26K | 0.01% | 650 |
|
|
2021
Q3 | $383K | Sell |
10,978
-43,032
| -80% | -$1.5M | 0.01% | 647 |
|
|
2021
Q2 | $1.9M | Buy |
54,010
+46,961
| +666% | +$1.65M | 0.07% | 227 |
|
|
2021
Q1 | $240K | Buy |
+7,049
| New | +$240K | 0.01% | 644 |
|