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 |
|