Kestra Advisory Services’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 | $9.55M | Buy |
145,756
+57,829
| +66% | +$3.79M | 0.05% | 392 |
|
2025
Q1 | $5.44M | Buy |
87,927
+70,687
| +410% | +$4.37M | 0.03% | 548 |
|
2024
Q4 | $896K | Sell |
17,240
-1,190
| -6% | -$61.9K | ﹤0.01% | 1476 |
|
2024
Q3 | $961K | Buy |
18,430
+2,094
| +13% | +$109K | 0.01% | 1343 |
|
2024
Q2 | $753K | Buy |
16,336
+5,489
| +51% | +$253K | ﹤0.01% | 1495 |
|
2024
Q1 | $478K | Sell |
10,847
-20,156
| -65% | -$888K | ﹤0.01% | 1697 |
|
2023
Q4 | $1.27M | Buy |
+31,003
| New | +$1.27M | 0.01% | 1002 |
|
2023
Q2 | – | Sell |
-5,403
| Closed | -$211K | – | 2138 |
|
2023
Q1 | $211K | Sell |
5,403
-1,067
| -16% | -$41.7K | ﹤0.01% | 1805 |
|
2022
Q4 | $234K | Sell |
6,470
-9,031
| -58% | -$327K | ﹤0.01% | 1922 |
|
2022
Q3 | $511K | Sell |
15,501
-7,819
| -34% | -$258K | 0.01% | 1303 |
|
2022
Q2 | $837K | Buy |
23,320
+5,136
| +28% | +$184K | 0.01% | 1063 |
|
2022
Q1 | $700K | Buy |
18,184
+9,544
| +110% | +$367K | 0.01% | 1111 |
|
2021
Q4 | $314K | Buy |
+8,640
| New | +$314K | ﹤0.01% | 1579 |
|