Sound View Wealth Advisors Group’s SPDR Gold MiniShares Trust GLDM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $400K | Hold |
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|
2025
Q1 | $378K | Hold |
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|
2024
Q4 | $317K | Hold |
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|
2024
Q3 | $318K | Hold |
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|
2024
Q2 | $281K | Hold |
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|
2024
Q1 | $269K | Sell |
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|
2023
Q4 | $253K | Hold |
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|
2023
Q3 | $227K | Buy |
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|
2023
Q2 | $233K | Hold |
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|
2023
Q1 | $239K | Sell |
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|
2022
Q4 | $253K | Buy |
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