SWM
Segment 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 | $4.34M | Buy |
66,259
+105
| +0.2% | +$6.88K | 0.28% | 76 |
|
|
2025
Q1 | $4.09M | Buy |
66,154
+56,654
| +596% | +$3.51M | 0.28% | 76 |
|
|
2024
Q4 | $494K | Hold |
9,500
| – | – | 0.03% | 195 |
|
|
2024
Q3 | $495K | Hold |
9,500
| – | – | 0.03% | 187 |
|
|
2024
Q2 | $438K | Hold |
9,500
| – | – | 0.03% | 188 |
|
|
2024
Q1 | $418K | Hold |
9,500
| – | – | 0.03% | 189 |
|
|
2023
Q4 | $389K | Hold |
9,500
| – | – | 0.03% | 191 |
|
|
2023
Q3 | $348K | Hold |
9,500
| – | – | 0.04% | 176 |
|
|
2023
Q2 | $362K | Sell |
9,500
-1,350
| -12% | -$51.4K | 0.04% | 169 |
|
|
2023
Q1 | $424K | Hold |
10,850
| – | – | 0.05% | 150 |
|
|
2022
Q4 | $393K | Sell |
10,850
-2,050
| -16% | -$74.2K | 0.05% | 160 |
|
|
2022
Q3 | $425K | Hold |
12,900
| – | – | 0.05% | 149 |
|
|
2022
Q2 | $463K | Hold |
12,900
| – | – | 0.06% | 141 |
|
|
2022
Q1 | $496K | Sell |
12,900
-7,400
| -36% | -$285K | 0.05% | 166 |
|
|
2021
Q4 | $369K | Hold |
20,300
| – | – | 0.04% | 188 |
|
|
2021
Q3 | $354K | Hold |
20,300
| – | – | 0.04% | 179 |
|
|
2021
Q2 | $357K | Hold |
20,300
| – | – | 0.04% | 184 |
|
|
2021
Q1 | $345K | Hold |
20,300
| – | – | 0.05% | 178 |
|
|
2020
Q4 | $384K | Hold |
20,300
| – | – | 0.06% | 156 |
|
|
2020
Q3 | $382K | Hold |
20,300
| – | – | 0.06% | 149 |
|
|
2020
Q2 | $361K | Sell |
20,300
-357,916
| -95% | -$6.36M | 0.07% | 150 |
|
|
2020
Q1 | $5.95M | Buy |
378,216
+17,397
| +5% | +$274K | 1.32% | 21 |
|
|
2019
Q4 | $5.46M | Buy |
360,819
+1,995
| +0.6% | +$30.2K | 0.92% | 35 |
|
|
2019
Q3 | $5.28M | Buy |
+358,824
| New | +$5.28M | 1.03% | 30 |
|