SSWM
Sheets Smith 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 | $725K | Buy |
11,068
+147
| +1% | +$9.63K | 0.08% | 221 |
|
|
2025
Q1 | $676K | Buy |
+10,921
| New | +$676K | 0.08% | 207 |
|
|
2024
Q2 | – | Sell |
-4,957
| Closed | -$218K | – | 387 |
|
|
2024
Q1 | $218K | Hold |
4,957
| – | – | 0.02% | 359 |
|
|
2023
Q4 | $203K | Buy |
+4,957
| New | +$203K | 0.03% | 326 |
|
|
2022
Q1 | – | Sell |
-63,903
| Closed | -$1.16M | – | 368 |
|
|
2021
Q4 | $1.16M | Buy |
+63,903
| New | +$1.16M | 0.14% | 138 |
|