ShoreHaven 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 | $357K | Hold |
5,450
| – | – | 0.15% | 72 |
|
|
2025
Q1 | $337K | Hold |
5,450
| – | – | 0.16% | 72 |
|
|
2024
Q4 | $283K | Sell |
5,450
-152
| -3% | -$7.9K | 0.13% | 80 |
|
|
2024
Q3 | $292K | Sell |
5,602
-968
| -15% | -$50.5K | 0.14% | 75 |
|
|
2024
Q2 | $303K | Sell |
6,570
-21
| -0.3% | -$968 | 0.16% | 66 |
|
|
2024
Q1 | $290K | Sell |
6,591
-191
| -3% | -$8.41K | 0.16% | 68 |
|
|
2023
Q4 | $277K | Sell |
6,782
-299
| -4% | -$12.2K | 0.17% | 66 |
|
|
2023
Q3 | $260K | Sell |
7,081
-405
| -5% | -$14.8K | 0.18% | 61 |
|
|
2023
Q2 | $285K | Sell |
7,486
-800
| -10% | -$30.5K | 0.19% | 59 |
|
|
2023
Q1 | $324K | Sell |
8,286
-16,104
| -66% | -$630K | 0.23% | 57 |
|
|
2022
Q4 | $883K | Buy |
+24,390
| New | +$883K | 0.62% | 41 |
|