RWA Wealth Partners’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
$3.9M Buy
59,518
+25,453
+75% +$1.67M 0.05% 183
2025
Q1
$2.11M Buy
34,065
+3,384
+11% +$209K 0.03% 241
2024
Q4
$1.6M Buy
30,681
+25,448
+486% +$1.32M 0.02% 272
2024
Q3
$273K Buy
+5,233
New +$273K ﹤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% +$390K 0.11% 103
2020
Q2
$623K Buy
+17,534
New +$623K 0.08% 126