MW
MBL Wealth’s SPDR Gold MiniShares Trust GLDM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.4M | Sell |
510,400
-60,460
| -11% | -$3.96M | 3.2% | 7 |
|
|
2025
Q1 | $35.3M | Sell |
570,860
-8,531
| -1% | -$528K | 3.57% | 4 |
|
|
2024
Q4 | $30.1M | Buy |
579,391
+2,021
| +0.4% | +$105K | 3.02% | 7 |
|
|
2024
Q3 | $30.1M | Buy |
577,370
+3,129
| +0.5% | +$163K | 3.24% | 8 |
|
|
2024
Q2 | $26.5M | Buy |
574,241
+6,827
| +1% | +$315K | 2.95% | 8 |
|
|
2024
Q1 | $25M | Buy |
567,414
+11,735
| +2% | +$517K | 2.84% | 9 |
|
|
2023
Q4 | $22.7M | Buy |
555,679
+15,567
| +3% | +$637K | 2.84% | 9 |
|
|
2023
Q3 | $19.8M | Buy |
540,112
+24,379
| +5% | +$894K | 2.79% | 9 |
|
|
2023
Q2 | $19.6M | Buy |
515,733
+31,299
| +6% | +$1.19M | 2.77% | 10 |
|
|
2023
Q1 | $18.9M | Buy |
484,434
+19,072
| +4% | +$746K | 2.96% | 8 |
|
|
2022
Q4 | $16.8M | Buy |
465,362
+4,683
| +1% | +$169K | 3.22% | 9 |
|
|
2022
Q3 | $15.2M | Buy |
460,679
+172,714
| +60% | +$5.7M | 3.28% | 8 |
|
|
2022
Q2 | $10.3M | Buy |
287,965
+29,932
| +12% | +$1.07M | 2.58% | 9 |
|
|
2022
Q1 | $9.93M | Buy |
+258,033
| New | +$9.93M | 2.42% | 9 |
|
|
2021
Q3 | $7.37M | Buy |
+422,247
| New | +$7.37M | 2.55% | 9 |
|
|
2021
Q1 | $8.22M | Sell |
483,661
-5,891
| -1% | -$100K | 2.87% | 9 |
|
|
2020
Q4 | $9.27M | Buy |
+489,552
| New | +$9.27M | 3.67% | 7 |
|