Mills 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 | $2.69M | Sell |
41,098
-3,609
| -8% | -$236K | 1.23% | 20 |
|
2025
Q1 | $2.77M | Sell |
44,707
-1,767
| -4% | -$109K | 1.47% | 18 |
|
2024
Q4 | $2.42M | Buy |
46,474
+46
| +0.1% | +$2.39K | 1.37% | 16 |
|
2024
Q3 | $2.42M | Buy |
46,428
+1,207
| +3% | +$62.9K | 1.67% | 16 |
|
2024
Q2 | $2.08M | Buy |
45,221
+985
| +2% | +$45.4K | 1.49% | 17 |
|
2024
Q1 | $1.95M | Sell |
44,236
-2,415
| -5% | -$106K | 1.43% | 18 |
|
2023
Q4 | $1.91M | Sell |
46,651
-4,306
| -8% | -$176K | 1.45% | 16 |
|
2023
Q3 | $1.87M | Buy |
50,957
+296
| +0.6% | +$10.9K | 1.5% | 16 |
|
2023
Q2 | $1.93M | Sell |
50,661
-9,484
| -16% | -$361K | 1.47% | 15 |
|
2023
Q1 | $2.35M | Buy |
60,145
+50,454
| +521% | +$1.97M | 1.89% | 12 |
|
2022
Q4 | $351K | Buy |
+9,691
| New | +$351K | 0.32% | 43 |
|