KW
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KWB Wealth’s SPDR Gold MiniShares Trust GLDM Stock Holding History

KWB Wealth’s Portfolio GLDM Stock Details GLDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$4.8M Buy
77,617
+36,795
+90% +$2.28M 0.58% 35
2025
Q1 		$2.12M Buy
+40,822
New +$2.12M 0.26% 55