Perigon Wealth Management’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 | $510K | Buy |
7,781
+3,508
| +82% | +$230K | 0.01% | 664 |
|
|
2025
Q1 | $264K | Hold |
4,273
| – | – | 0.01% | 861 |
|
|
2024
Q4 | $230K | Sell |
4,273
-8,889
| -68% | -$478K | 0.01% | 911 |
|
|
2024
Q3 | $686K | Buy |
+13,162
| New | +$686K | 0.02% | 521 |
|
|
2024
Q1 | – | Sell |
-12,622
| Closed | -$516K | – | 870 |
|
|
2023
Q4 | $516K | Buy |
12,622
+1,763
| +16% | +$72.1K | 0.02% | 489 |
|
|
2023
Q3 | $398K | Buy |
10,859
+3,509
| +48% | +$129K | 0.02% | 502 |
|
|
2023
Q2 | $280K | Buy |
+7,350
| New | +$280K | 0.01% | 633 |
|
|
2021
Q1 | – | Sell |
-755
| Closed | -$29K | – | 702 |
|
|
2020
Q4 | $29K | Buy |
+755
| New | +$29K | ﹤0.01% | 898 |
|