Patriot Financial Group Insurance Agency’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 | $559K | Sell |
8,536
-2,170
| -20% | -$142K | 0.06% | 292 |
|
|
2025
Q1 | $663K | Buy |
10,706
+5,313
| +99% | +$329K | 0.09% | 246 |
|
|
2024
Q4 | $280K | Buy |
+5,393
| New | +$280K | 0.04% | 381 |
|
|
2022
Q3 | – | Sell |
-125
| Closed | -$4K | – | 1000 |
|
|
2022
Q2 | $4K | Hold |
125
| – | – | ﹤0.01% | 1547 |
|
|
2022
Q1 | $5K | Sell |
125
-5,400
| -98% | -$216K | ﹤0.01% | 1604 |
|
|
2021
Q4 | $201K | Sell |
5,525
-6,475
| -54% | -$236K | 0.03% | 444 |
|
|
2021
Q3 | $419K | Hold |
12,000
| – | – | 0.07% | 272 |
|
|
2021
Q2 | $423K | Sell |
12,000
-1,651
| -12% | -$58.2K | 0.08% | 264 |
|
|
2021
Q1 | $464K | Buy |
13,651
+378
| +3% | +$12.8K | 0.11% | 202 |
|
|
2020
Q4 | $503K | Buy |
13,273
+12,315
| +1,285% | +$467K | 0.13% | 178 |
|
|
2020
Q3 | $36K | Buy |
958
+223
| +30% | +$8.38K | 0.01% | 614 |
|
|
2020
Q2 | $26K | Buy |
+735
| New | +$26K | 0.01% | 674 |
|