NEPWA
New England Private Wealth Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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 | +$1.05M | 0.18% | 77 |
|
|
2022
Q2 | – | Sell |
-9,854
| Closed | -$379K | – | 105 |
|
|
2022
Q1 | $379K | Sell |
9,854
-9,857
| -50% | -$379K | 0.07% | 84 |
|
|
2021
Q4 | $359K | Hold |
19,711
| – | – | 0.06% | 82 |
|
|
2021
Q3 | $343K | Hold |
19,711
| – | – | 0.06% | 84 |
|
|
2021
Q2 | $348K | Hold |
19,711
| – | – | 0.07% | 81 |
|
|
2021
Q1 | $335K | Buy |
19,711
+4,087
| +26% | +$69.5K | 0.06% | 79 |
|
|
2020
Q4 | $295K | Hold |
15,624
| – | – | 0.06% | 71 |
|
|
2020
Q3 | $295K | Hold |
15,624
| – | – | 0.07% | 71 |
|
|
2020
Q2 | $276K | Hold |
15,624
| – | – | 0.08% | 71 |
|
|
2020
Q1 | $246K | Buy |
15,624
+4,717
| +43% | +$74.3K | 0.08% | 68 |
|
|
2019
Q4 | $165K | Buy |
+10,907
| New | +$165K | 0.04% | 78 |
|