Mosaic Family Wealth Partners’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 | $285K | Buy |
+4,351
| New | +$285K | 0.04% | 181 |
|
|
2025
Q1 | – | Sell |
-3,918
| Closed | -$204K | – | 217 |
|
|
2024
Q4 | $204K | Sell |
3,918
-39
| -1% | -$2.03K | 0.03% | 202 |
|
|
2024
Q3 | $206K | Buy |
+3,957
| New | +$206K | 0.03% | 197 |
|
|
2023
Q4 | – | Sell |
-6,033
| Closed | -$221K | – | 197 |
|
|
2023
Q3 | $221K | Sell |
6,033
-152
| -2% | -$5.57K | 0.04% | 168 |
|
|
2023
Q2 | $236K | Buy |
6,185
+473
| +8% | +$18K | 0.05% | 163 |
|
|
2023
Q1 | $223K | Buy |
+5,712
| New | +$223K | 0.05% | 168 |
|