New England Private Wealth Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.97M	Buy	42,796 +5,934	+16%	+$572K	0.46%	54
2025 Q4	$3.15M	Buy	36,862 +179	+0.5%	+$14.7K	0.39%	57
2025 Q3	$2.8M	Buy	36,683 +13,820	+60%	+$947K	0.37%	60
2025 Q2	$1.48M	Hold	22,863	–	–	0.22%	74
2025 Q1	$1.41M	Hold	22,863	–	–	0.22%	71
2024 Q4	$1.19M	Hold	22,863	–	–	0.19%	77
2024 Q3	$1.19M	Hold	22,863	–	–	0.19%	75
2024 Q2	$1.05M	Buy	+22,863	New	+$1.06M	0.18%	77
2022 Q2	–	Sell	-9,854	Closed	-$379K	–	105
2022 Q1	$379K	Sell	9,854 -2	-0%	-$75	0.07%	84
2021 Q4	$359K	Hold	9,856	–	–	0.06%	82
2021 Q3	$343K	Hold	9,856	–	–	0.06%	84
2021 Q2	$348K	Hold	9,856	–	–	0.07%	81
2021 Q1	$335K	Buy	9,856 +2,044	+26%	+$73K	0.06%	79
2020 Q4	$295K	Hold	7,812	–	–	0.06%	71
2020 Q3	$295K	Hold	7,812	–	–	0.07%	71
2020 Q2	$276K	Hold	7,812	–	–	0.08%	71
2020 Q1	$246K	Buy	7,812 +2,358	+43%	+$74.4K	0.08%	68
2019 Q4	$165K	Buy	+5,454	New	+$161K	0.04%	78