IWS
Integrity Wealth Solutions’s SPDR Gold MiniShares Trust GLDM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6.25M | Sell |
95,340
-6,272
| -6% | -$411K | 3.05% | 8 |
|
2025
Q1 | $6.29M | Buy |
101,612
+2,276
| +2% | +$141K | 3.41% | 5 |
|
2024
Q4 | $5.16M | Buy |
99,336
+2,498
| +3% | +$130K | 2.89% | 8 |
|
2024
Q3 | $5.05M | Sell |
96,838
-529
| -0.5% | -$27.6K | 2.95% | 8 |
|
2024
Q2 | $4.49M | Buy |
97,367
+643
| +0.7% | +$29.6K | 2.92% | 7 |
|
2024
Q1 | $4.26M | Sell |
96,724
-264
| -0.3% | -$11.6K | 2.78% | 6 |
|
2023
Q4 | $3.97M | Buy |
+96,988
| New | +$3.97M | 2.75% | 7 |
|