Legacy Capital Wealth Partners’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
$2.16M Buy
32,922
+153
+0.5% +$10K 0.49% 34
2025
Q1
$2.03M Buy
32,769
+201
+0.6% +$12.4K 0.5% 29
2024
Q4
$1.69M Buy
32,568
+802
+3% +$41.7K 0.42% 40
2024
Q3
$1.66M Buy
+31,766
New +$1.66M 0.33% 58
2024
Q1
Sell
-29,895
Closed -$1.22M 200
2023
Q4
$1.22M Buy
29,895
+2,066
+7% +$84.5K 0.35% 63
2023
Q3
$1.02M Buy
+27,829
New +$1.02M 0.28% 74
2023
Q2
Sell
-25,863
Closed -$1.01M 114
2023
Q1
$1.01M Buy
+25,863
New +$1.01M 0.28% 78