Petix & Botte Financial’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 | $1.29M | Sell |
19,624
-772
| -4% | -$50.6K | 0.32% | 52 |
|
|
2025
Q1 | $1.26M | Hold |
20,396
| – | – | 0.33% | 50 |
|
|
2024
Q4 | $1.06M | Sell |
20,396
-19,236
| -49% | -$1M | 0.28% | 55 |
|
|
2024
Q3 | $2.07M | Buy |
39,632
+404
| +1% | +$21.1K | 0.55% | 29 |
|
|
2024
Q2 | $1.81M | Buy |
39,228
+19,873
| +103% | +$916K | 0.51% | 32 |
|
|
2024
Q1 | $853K | Sell |
19,355
-19,355
| -50% | -$853K | 0.21% | 74 |
|
|
2023
Q4 | $1.58M | Hold |
38,710
| – | – | 0.47% | 33 |
|
|
2023
Q3 | $1.42M | Hold |
38,710
| – | – | 0.45% | 35 |
|
|
2023
Q2 | $1.47M | Buy |
38,710
+19,355
| +100% | +$737K | 0.46% | 37 |
|
|
2023
Q1 | $757K | Buy |
+19,355
| New | +$757K | 0.51% | 36 |
|
|
2022
Q3 | $638K | Buy |
19,355
+570
| +3% | +$18.8K | 0.49% | 36 |
|
|
2022
Q2 | $674K | Buy |
+18,785
| New | +$674K | 0.5% | 36 |
|
|
2022
Q1 | – | Sell |
-18,649
| Closed | -$678K | – | 121 |
|
|
2021
Q4 | $678K | Buy |
+18,649
| New | +$678K | 0.43% | 37 |
|
|
2021
Q3 | – | Sell |
-13,459
| Closed | -$474K | – | 115 |
|
|
2021
Q2 | $474K | Buy |
13,459
+203
| +2% | +$7.15K | 0.33% | 52 |
|
|
2021
Q1 | $451K | Hold |
13,256
| – | – | 0.33% | 52 |
|
|
2020
Q4 | $502K | Hold |
13,256
| – | – | 0.38% | 47 |
|
|
2020
Q3 | $499K | Sell |
13,256
-13,256
| -50% | -$499K | 0.4% | 43 |
|
|
2020
Q2 | $471K | Buy |
26,512
+13,546
| +104% | +$241K | 0.39% | 46 |
|
|
2020
Q1 | $408K | Buy |
12,966
+1,794
| +16% | +$56.5K | 0.4% | 47 |
|
|
2019
Q4 | $338K | Buy |
+11,172
| New | +$338K | 0.27% | 61 |
|