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RWA Wealth Partners’s SPDR Gold MiniShares Trust GLDM Stock Holding History

RWA Wealth Partners’s Portfolio GLDM Stock Details GLDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.37M Sell
14,766
-34,995
-70% -$3.38M 0.02% 305
2025
Q4 		$4.25M Sell
49,761
-6,319
-11% -$519K 0.05% 183
2025
Q3 		$4.29M Sell
56,080
-3,438
-6% -$236K 0.05% 188
2025
Q2 		$3.9M Buy
59,518
+25,453
+75% +$1.66M 0.05% 183
2025
Q1 		$2.11M Buy
34,065
+3,384
+11% +$192K 0.03% 241
2024
Q4 		$1.6M Buy
30,681
+25,448
+486% +$1.34M 0.02% 272
2024
Q3 		$273K Buy
+5,233
New +$257K ﹤0.01% 493
2021
Q1 		– Sell
-27,893
Closed -$1.06M – 241
2020
Q4 		$1.06M Hold
27,893
– – 0.09% 116
2020
Q3 		$1.05M Buy
27,893
+10,359
+59% +$395K 0.11% 103
2020
Q2 		$623K Buy
+17,534
New +$600K 0.08% 126

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EW
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Bank of America
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Empower Advisory Group
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State Street
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CCWM
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RAM
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return