KWM
Kingsview 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 | $1.74M | Buy |
26,506
+13,596
| +105% | +$891K | 0.03% | 458 |
|
|
2025
Q1 | $799K | Sell |
12,910
-1,110
| -8% | -$68.7K | 0.02% | 603 |
|
|
2024
Q4 | $729K | Sell |
14,020
-489
| -3% | -$25.4K | 0.01% | 634 |
|
|
2024
Q3 | $756K | Sell |
14,509
-497
| -3% | -$25.9K | 0.02% | 601 |
|
|
2024
Q2 | $692K | Sell |
15,006
-817
| -5% | -$37.7K | 0.02% | 595 |
|
|
2024
Q1 | $697K | Sell |
15,823
-131
| -0.8% | -$5.77K | 0.02% | 593 |
|
|
2023
Q4 | $653K | Buy |
+15,954
| New | +$653K | 0.02% | 584 |
|
|
2022
Q3 | – | Sell |
-41,326
| Closed | -$1.48M | – | 842 |
|
|
2022
Q2 | $1.48M | Sell |
41,326
-184
| -0.4% | -$6.6K | 0.07% | 272 |
|
|
2022
Q1 | $1.6M | Sell |
41,510
-42,082
| -50% | -$1.62M | 0.07% | 282 |
|
|
2021
Q4 | $1.52M | Sell |
83,592
-1,615
| -2% | -$29.4K | 0.06% | 289 |
|
|
2021
Q3 | $1.49M | Buy |
85,207
+2,880
| +3% | +$50.3K | 0.07% | 280 |
|
|
2021
Q2 | $1.45M | Buy |
82,327
+4,886
| +6% | +$86.3K | 0.07% | 290 |
|
|
2021
Q1 | $1.33M | Sell |
77,441
-55,059
| -42% | -$948K | 0.08% | 269 |
|
|
2020
Q4 | $2.51M | Buy |
132,500
+819
| +0.6% | +$15.5K | 0.18% | 130 |
|
|
2020
Q3 | $2.48M | Buy |
131,681
+1,009
| +0.8% | +$19K | 0.22% | 112 |
|
|
2020
Q2 | $2.32M | Buy |
+130,672
| New | +$2.32M | 0.23% | 106 |
|
|
2019
Q4 | – | Sell |
-31,162
| Closed | -$458K | – | 472 |
|
|
2019
Q3 | $458K | Sell |
31,162
-6,656
| -18% | -$97.8K | 0.07% | 270 |
|
|
2019
Q2 | $533K | Buy |
+37,818
| New | +$533K | 0.09% | 238 |
|