MWM
Modern Wealth Management’s SPDR Gold MiniShares Trust GLDM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $470K | Buy |
7,174
+3,370
| +89% | +$221K | 0.01% | 483 |
|
|
2025
Q1 | $235K | Sell |
3,804
-146
| -4% | -$9.04K | 0.01% | 598 |
|
|
2024
Q4 | $205K | Sell |
3,950
-3,776
| -49% | -$196K | 0.01% | 547 |
|
|
2024
Q3 | $403K | Buy |
7,726
+1,011
| +15% | +$52.7K | 0.02% | 284 |
|
|
2024
Q2 | $309K | Buy |
+6,715
| New | +$309K | 0.02% | 304 |
|