Patriot Financial Group Insurance Agency’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
2025
Q3
$972K Buy
2025
Q2
$559K Sell
2025
Q1
$663K Buy
2024
Q4
$280K Buy
2022
Q3
Sell
2022
Q2
$4K Hold
2022
Q1
$5K Sell
2021
Q4
$201K Sell
2021
Q3
$419K Hold
2021
Q2
$423K Sell
2021
Q1
$464K Buy
2020
Q4
$503K Buy
2020
Q3
$36K Buy
2020
Q2
$26K Buy