Richard C. Young & Co’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
$55.7M Sell
850,512
-10,996
-1% -$720K 5.51% 1
2025
Q1
$53.3M Sell
861,508
-13,624
-2% -$843K 5.73% 1
2024
Q4
$45.5M Buy
875,132
+776
+0.1% +$40.3K 4.96% 1
2024
Q3
$45.6M Sell
874,356
-2,172
-0.2% -$113K 4.98% 1
2024
Q2
$40.4M Sell
876,528
-1,974
-0.2% -$91K 4.91% 1
2024
Q1
$38.7M Sell
878,502
-11,152
-1% -$491K 4.86% 1
2023
Q4
$36.4M Buy
889,654
+11,586
+1% +$474K 4.88% 1
2023
Q3
$32.2M Sell
878,068
-1,973
-0.2% -$72.3K 4.58% 1
2023
Q2
$33.5M Buy
880,041
+6,318
+0.7% +$241K 4.6% 1
2023
Q1
$34.2M Buy
873,723
+5,303
+0.6% +$207K 4.71% 1
2022
Q4
$31.4M Sell
868,420
-1,697
-0.2% -$61.4K 4.18% 1
2022
Q3
$28.7M Buy
870,117
+12,390
+1% +$409K 4.39% 1
2022
Q2
$30.8M Buy
857,727
+16,464
+2% +$591K 3.99% 2
2022
Q1
$32.4M Buy
841,263
+22,833
+3% +$878K 4.13% 2
2021
Q4
$29.8M Buy
818,430
+13,112
+2% +$477K 3.75% 2
2021
Q3
$28.1M Buy
805,318
+9,444
+1% +$330K 3.86% 2
2021
Q2
$28M Sell
795,874
-68,003
-8% -$2.4M 3.56% 2
2021
Q1
$29.4M Buy
863,877
+34,314
+4% +$1.17M 3.9% 2
2020
Q4
$31.4M Sell
829,563
-383,454
-32% -$14.5M 4.78% 1
2020
Q3
$45.6M Buy
1,213,017
+12,324
+1% +$463K 7.35% 1
2020
Q2
$42.6M Buy
1,200,693
+4,842
+0.4% +$172K 7.1% 1
2020
Q1
$37.6M Buy
1,195,851
+413,610
+53% +$13M 7.29% 1
2019
Q4
$23.7M Buy
782,241
+142,738
+22% +$4.32M 3.95% 2
2019
Q3
$18.8M Buy
+639,503
New +$18.8M 3.38% 2