Lifelong Wealth Advisors’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
$783K Sell
11,950
-3,008
-20% -$197K 0.26% 34
2025
Q1
$926K Buy
14,958
+6,636
+80% +$411K 0.43% 28
2024
Q4
$433K Buy
+8,322
New +$433K 0.19% 38