RGT Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $120M | Buy |
3,640,212
+125,890
| +4% | +$4.15M | 19.14% | 2 |
|
|
2022
Q2 | $126M | Sell |
3,514,322
-531,291
| -13% | -$19.1M | 21.18% | 2 |
|
|
2022
Q1 | $156M | Buy |
4,045,613
+61,745
| +2% | +$2.38M | 24.75% | 2 |
|
|
2021
Q4 | $145M | Buy |
3,983,868
+129,216
| +3% | +$4.7M | 22.1% | 2 |
|
|
2021
Q3 | $135M | Buy |
3,854,652
+183,436
| +5% | +$6.41M | 26.58% | 2 |
|
|
2021
Q2 | $129M | Buy |
3,671,216
+266,229
| +8% | +$9.38M | 23.23% | 2 |
|
|
2021
Q1 | $116M | Buy |
3,404,987
+330,885
| +11% | +$11.3M | 22.6% | 2 |
|
|
2020
Q4 | $116M | Buy |
3,074,102
+63,963
| +2% | +$2.42M | 24.43% | 2 |
|
|
2020
Q3 | $113M | Buy |
3,010,139
+562,296
| +23% | +$21.1M | 28.68% | 2 |
|
|
2020
Q2 | $86.9M | Buy |
+2,447,843
| New | +$86.9M | 25.09% | 2 |
|