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