Peak Financial Advisors’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 | $16.3M | Buy |
248,733
+24,960
| +11% | +$1.64M | 8.34% | 2 |
|
|
2025
Q1 | $13.8M | Sell |
223,773
-2,007
| -0.9% | -$124K | 7.05% | 2 |
|
|
2024
Q4 | $11.7M | Sell |
225,780
-802
| -0.4% | -$41.7K | 6.11% | 3 |
|
|
2024
Q3 | $11.8M | Buy |
226,582
+3,957
| +2% | +$206K | 6.07% | 3 |
|
|
2024
Q2 | $10.3M | Buy |
222,625
+28,914
| +15% | +$1.33M | 5.89% | 2 |
|
|
2024
Q1 | $8.53M | Sell |
193,711
-27,756
| -13% | -$1.22M | 5.2% | 2 |
|
|
2023
Q4 | $9.06M | Buy |
221,467
+1,243
| +0.6% | +$50.9K | 6.06% | 3 |
|
|
2023
Q3 | $8.07M | Buy |
220,224
+82,479
| +60% | +$3.02M | 8.73% | 3 |
|
|
2023
Q2 | $5.25M | Buy |
137,745
+7,047
| +5% | +$268K | 4.12% | 7 |
|
|
2023
Q1 | $5.11M | Sell |
130,698
-6,318
| -5% | -$247K | 4.32% | 5 |
|
|
2022
Q4 | $4.96M | Buy |
+137,016
| New | +$4.96M | 4.52% | 7 |
|
|
2022
Q3 | – | Sell |
-240,451
| Closed | -$8.63M | – | 61 |
|
|
2022
Q2 | $8.63M | Sell |
240,451
-53,438
| -18% | -$1.92M | 8.54% | 2 |
|
|
2022
Q1 | $11.3M | Buy |
+293,889
| New | +$11.3M | 9.69% | 1 |
|
|
2021
Q3 | – | Sell |
-84,588
| Closed | -$2.98M | – | 74 |
|
|
2021
Q2 | $2.98M | Buy |
+84,588
| New | +$2.98M | 2.56% | 9 |
|