PDS Planning’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
$1.76M Hold
26,930
0.13% 73
2025
Q1
$1.67M Sell
26,930
-121
-0.4% -$7.49K 0.14% 72
2024
Q4
$1.41M Buy
27,051
+1,018
+4% +$52.9K 0.12% 76
2024
Q3
$1.36M Buy
26,033
+14,855
+133% +$774K 0.12% 78
2024
Q2
$515K Buy
11,178
+1,187
+12% +$54.7K 0.05% 169
2024
Q1
$440K Buy
9,991
+217
+2% +$9.56K 0.05% 182
2023
Q4
$400K Buy
9,774
+5,168
+112% +$211K 0.05% 178
2023
Q3
$169K Hold
4,606
0.02% 313
2023
Q2
$175K Sell
4,606
-123
-3% -$4.69K 0.02% 313
2023
Q1
$185K Buy
4,729
+12
+0.3% +$469 0.03% 274
2022
Q4
$171K Buy
4,717
+353
+8% +$12.8K 0.03% 207
2022
Q3
$144K Buy
4,364
+374
+9% +$12.3K 0.03% 186
2022
Q2
$143K Buy
3,990
+189
+5% +$6.77K 0.03% 198
2022
Q1
$146K Sell
3,801
-3
-0.1% -$115 0.03% 221
2021
Q4
$138K Hold
3,804
0.03% 206
2021
Q3
$133K Sell
3,804
-127
-3% -$4.44K 0.03% 199
2021
Q2
$138K Buy
3,931
+1,102
+39% +$38.7K 0.03% 189
2021
Q1
$96K Buy
2,829
+112
+4% +$3.8K 0.03% 168
2020
Q4
$103K Buy
2,717
+276
+11% +$10.5K 0.04% 154
2020
Q3
$92K Buy
+2,441
New +$92K 0.04% 133