SWM
Selective 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 | $336K | Buy |
5,111
+626
| +14% | +$41.1K | 0.12% | 77 |
|
|
2025
Q1 | $287K | Buy |
4,485
+117
| +3% | +$7.49K | 0.12% | 77 |
|
|
2024
Q4 | $232K | Hold |
4,368
| – | – | 0.09% | 95 |
|
|
2024
Q3 | $227K | Hold |
4,368
| – | – | 0.09% | 97 |
|
|
2024
Q2 | $205K | Buy |
+4,368
| New | +$205K | 0.09% | 99 |
|
|
2022
Q4 | – | Sell |
-81
| Closed | -$3K | – | 351 |
|
|
2022
Q3 | $3K | Hold |
81
| – | – | ﹤0.01% | 633 |
|
|
2022
Q2 | $3K | Buy |
+81
| New | +$3K | ﹤0.01% | 668 |
|