Merriman Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-37,580
| Closed | -$1.35M | – | 181 |
|
|
2022
Q2 | $1.35M | Sell |
37,580
-28,500
| -43% | -$1.02M | 0.09% | 49 |
|
|
2022
Q1 | $2.54M | Buy |
66,080
+14,890
| +29% | +$573K | 0.21% | 48 |
|
|
2021
Q4 | $1.86M | Buy |
51,190
+110
| +0.2% | +$4K | 0.14% | 75 |
|
|
2021
Q3 | $1.78M | Buy |
51,080
+25,000
| +96% | +$873K | 0.15% | 76 |
|
|
2021
Q2 | $919K | Buy |
+26,080
| New | +$919K | 0.08% | 119 |
|
|
2021
Q1 | – | Sell |
-25,000
| Closed | -$947K | – | 198 |
|
|
2020
Q4 | $947K | Hold |
25,000
| – | – | 0.1% | 113 |
|
|
2020
Q3 | $940K | Sell |
25,000
-5,000
| -17% | -$188K | 0.14% | 88 |
|
|
2020
Q2 | $1.07M | Sell |
30,000
-15,000
| -33% | -$533K | 0.17% | 83 |
|
|
2020
Q1 | $1.42M | Buy |
+45,000
| New | +$1.42M | 0.31% | 45 |
|