KMWM
Keudell/Morrison Wealth Management’s SPDR Gold MiniShares Trust GLDM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.61M | Sell |
55,173
-203,079
| -79% | -$13.3M | 0.8% | 24 |
|
|
2025
Q1 | $16M | Buy |
258,252
+18,305
| +8% | +$1.13M | 3.77% | 7 |
|
|
2024
Q4 | $12.5M | Sell |
239,947
-1,651
| -0.7% | -$85.8K | 3.25% | 10 |
|
|
2024
Q3 | $12.6M | Sell |
241,598
-44
| -0% | -$2.29K | 3.42% | 9 |
|
|
2024
Q2 | $11.1M | Sell |
241,642
-11,938
| -5% | -$550K | 3.26% | 10 |
|
|
2024
Q1 | $11.2M | Buy |
253,580
+3,497
| +1% | +$154K | 3.38% | 9 |
|
|
2023
Q4 | $10.2M | Sell |
250,083
-109,467
| -30% | -$4.48M | 3.38% | 8 |
|
|
2023
Q3 | $13.2M | Sell |
359,550
-11,934
| -3% | -$438K | 4.02% | 4 |
|
|
2023
Q2 | $14.1M | Buy |
371,484
+14,750
| +4% | +$562K | 4.08% | 5 |
|
|
2023
Q1 | $14M | Sell |
356,734
-23,560
| -6% | -$921K | 4.11% | 5 |
|
|
2022
Q4 | $13.8M | Sell |
380,294
-18,166
| -5% | -$657K | 4.42% | 5 |
|
|
2022
Q3 | $13.1M | Buy |
398,460
+16,961
| +4% | +$559K | 4.92% | 4 |
|
|
2022
Q2 | $13.7M | Buy |
+381,499
| New | +$13.7M | 4.97% | 5 |
|