OCPWS
One Charles Private Wealth Services’s SPDR Gold MiniShares Trust GLDM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.66M | Buy |
25,310
+623
| +3% | +$40.8K | 0.47% | 36 |
|
|
2025
Q1 | $1.53M | Buy |
24,687
+283
| +1% | +$17.5K | 0.49% | 31 |
|
|
2024
Q4 | $1.27M | Buy |
24,404
+1,572
| +7% | +$81.7K | 0.43% | 42 |
|
|
2024
Q3 | $1.19M | Sell |
22,832
-19,656
| -46% | -$1.02M | 0.45% | 41 |
|
|
2024
Q2 | $1.96M | Buy |
42,488
+4,306
| +11% | +$198K | 0.81% | 25 |
|
|
2024
Q1 | $1.68M | Buy |
38,182
+1,830
| +5% | +$80.6K | 0.73% | 26 |
|
|
2023
Q4 | $1.49M | Sell |
36,352
-16,044
| -31% | -$656K | 0.79% | 23 |
|
|
2023
Q3 | $1.92M | Buy |
52,396
+4,000
| +8% | +$147K | 1.12% | 16 |
|
|
2023
Q2 | $1.84M | Buy |
48,396
+32,672
| +208% | +$1.24M | 1.07% | 18 |
|
|
2023
Q1 | $615K | Buy |
+15,724
| New | +$615K | 0.38% | 48 |
|