RIS
Retirement Income Solutions’s SPDR Gold MiniShares Trust GLDM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.86M | Buy |
135,221
+337
| +0.2% | +$22.1K | 1.63% | 10 |
|
|
2025
Q1 | $8.35M | Buy |
134,884
+1,225
| +0.9% | +$75.8K | 1.75% | 9 |
|
|
2024
Q4 | $6.95M | Buy |
133,659
+349
| +0.3% | +$18.1K | 1.4% | 10 |
|
|
2024
Q3 | $6.95M | Buy |
133,310
+1,202
| +0.9% | +$62.7K | 1.59% | 10 |
|
|
2024
Q2 | $6.09M | Sell |
132,108
-5,956
| -4% | -$275K | 1.47% | 11 |
|
|
2024
Q1 | $6.08M | Sell |
138,064
-1,437
| -1% | -$63.3K | 1.38% | 13 |
|
|
2023
Q4 | $5.71M | Sell |
139,501
-540
| -0.4% | -$22.1K | 1.42% | 13 |
|
|
2023
Q3 | $5.13M | Sell |
140,041
-4,266
| -3% | -$156K | 1.44% | 14 |
|
|
2023
Q2 | $5.5M | Sell |
144,307
-1,072
| -0.7% | -$40.8K | 1.47% | 12 |
|
|
2023
Q1 | $5.69M | Sell |
145,379
-2,989
| -2% | -$117K | 1.66% | 10 |
|
|
2022
Q4 | $5.37M | Sell |
148,368
-6,272
| -4% | -$227K | 1.71% | 12 |
|
|
2022
Q3 | $5.1M | Sell |
154,640
-1,228
| -0.8% | -$40.5K | 1.83% | 12 |
|
|
2022
Q2 | $5.59M | Buy |
155,868
+326
| +0.2% | +$11.7K | 1.99% | 11 |
|
|
2022
Q1 | $5.98M | Sell |
155,542
-162,905
| -51% | -$6.27M | 1.65% | 12 |
|
|
2021
Q4 | $5.79M | Sell |
318,447
-70,295
| -18% | -$1.28M | 1.55% | 13 |
|
|
2021
Q3 | $6.79M | Sell |
388,742
-3,412
| -0.9% | -$59.6K | 2.27% | 12 |
|
|
2021
Q2 | $6.91M | Sell |
392,154
-34,319
| -8% | -$604K | 2.36% | 12 |
|
|
2021
Q1 | $7.25M | Sell |
426,473
-1,402
| -0.3% | -$23.8K | 2.5% | 9 |
|
|
2020
Q4 | $8.1M | Sell |
427,875
-4,219
| -1% | -$79.9K | 2.94% | 6 |
|
|
2020
Q3 | $8.12M | Buy |
432,094
+15,165
| +4% | +$285K | 3.6% | 5 |
|
|
2020
Q2 | $7.41M | Buy |
+416,929
| New | +$7.41M | 3.13% | 6 |
|