SWM
SeaCrest Wealth Management’s SPDR Gold MiniShares Trust GLDM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.05M | Buy |
31,216
+16,252
| +109% | +$1.06M | 0.22% | 86 |
|
|
2025
Q1 | $926K | Sell |
14,964
-1,079
| -7% | -$66.8K | 0.1% | 190 |
|
|
2024
Q4 | $834K | Buy |
16,043
+1,274
| +9% | +$66.2K | 0.09% | 216 |
|
|
2024
Q3 | $770K | Sell |
14,769
-4,347
| -23% | -$227K | 0.08% | 238 |
|
|
2024
Q2 | $881K | Buy |
19,116
+1,926
| +11% | +$88.8K | 0.1% | 196 |
|
|
2024
Q1 | $757K | Buy |
17,190
+8,360
| +95% | +$368K | 0.09% | 224 |
|
|
2023
Q4 | $358K | Buy |
+8,830
| New | +$358K | 0.04% | 400 |
|
|
2023
Q3 | – | Sell |
-13,587
| Closed | -$518K | – | 633 |
|
|
2023
Q2 | $518K | Buy |
+13,587
| New | +$518K | 0.07% | 311 |
|
|
2022
Q3 | – | Sell |
-14,011
| Closed | -$503K | – | 963 |
|
|
2022
Q2 | $503K | Sell |
14,011
-5,754
| -29% | -$207K | 0.06% | 315 |
|
|
2022
Q1 | $760K | Sell |
19,765
-19,702
| -50% | -$758K | 0.09% | 238 |
|
|
2021
Q4 | $718K | Sell |
39,467
-4,909
| -11% | -$89.3K | 0.08% | 252 |
|
|
2021
Q3 | $775K | Buy |
44,376
+3,925
| +10% | +$68.5K | 0.09% | 225 |
|
|
2021
Q2 | $712K | Buy |
40,451
+8,051
| +25% | +$142K | 0.09% | 256 |
|
|
2021
Q1 | $551K | Sell |
32,400
-6,958
| -18% | -$118K | 0.07% | 295 |
|
|
2020
Q4 | $745K | Sell |
39,358
-39,943
| -50% | -$756K | 0.1% | 216 |
|
|
2020
Q3 | $1.49M | Sell |
79,301
-29,195
| -27% | -$549K | 0.24% | 91 |
|
|
2020
Q2 | $1.93M | Buy |
108,496
+46,938
| +76% | +$834K | 0.33% | 61 |
|
|
2020
Q1 | $968K | Buy |
61,558
+2,601
| +4% | +$40.9K | 0.21% | 105 |
|
|
2019
Q4 | $893K | Sell |
58,957
-34,097
| -37% | -$516K | 0.15% | 161 |
|
|
2019
Q3 | $1.37M | Buy |
+93,054
| New | +$1.37M | 0.26% | 87 |
|