PIA
Perennial Investment Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.39M | Buy |
21,217
+5,414
| +34% | +$355K | 0.13% | 142 |
|
2025
Q1 | $978K | Buy |
15,803
+6,880
| +77% | +$426K | 0.11% | 163 |
|
2024
Q4 | $464K | Buy |
+8,923
| New | +$464K | 0.05% | 234 |
|
2023
Q2 | – | Sell |
-12,335
| Closed | -$482K | – | 337 |
|
2023
Q1 | $482K | Buy |
+12,335
| New | +$482K | 0.09% | 176 |
|