Kestra Private Wealth 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 | $3.93M | Buy |
59,973
+16,146
| +37% | +$1.06M | 0.06% | 324 |
|
|
2025
Q1 | $2.71M | Buy |
43,827
+2,018
| +5% | +$125K | 0.05% | 380 |
|
|
2024
Q4 | $2.17M | Buy |
41,809
+4,566
| +12% | +$237K | 0.04% | 419 |
|
|
2024
Q3 | $1.94M | Buy |
37,243
+4,316
| +13% | +$225K | 0.04% | 425 |
|
|
2024
Q2 | $1.52M | Buy |
32,927
+3,311
| +11% | +$153K | 0.03% | 459 |
|
|
2024
Q1 | $1.3M | Buy |
29,616
+15,317
| +107% | +$675K | 0.03% | 488 |
|
|
2023
Q4 | $585K | Buy |
+14,299
| New | +$585K | 0.01% | 679 |
|
|
2022
Q1 | – | Sell |
-13,868
| Closed | -$504K | – | 1025 |
|
|
2021
Q4 | $504K | Buy |
+13,868
| New | +$504K | 0.02% | 581 |
|
|
2021
Q2 | – | Sell |
-11,755
| Closed | -$400K | – | 900 |
|
|
2021
Q1 | $400K | Sell |
11,755
-10,342
| -47% | -$352K | 0.03% | 512 |
|
|
2020
Q4 | $833K | Sell |
22,097
-4,240
| -16% | -$160K | 0.06% | 313 |
|
|
2020
Q3 | $990K | Buy |
+26,337
| New | +$990K | 0.09% | 242 |
|