MSWA
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Marshall & Sterling Wealth Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Marshall & Sterling Wealth Advisors’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 		$914K Buy
13,956
+2,657
+24% +$174K 0.62% 33
2025
Q1 		$699K Buy
11,299
+618
+6% +$38.2K 0.48% 37
2024
Q4 		$555K Buy
+10,681
New +$555K 0.38% 50