Sound View Wealth Advisors Group’s SPDR Gold MiniShares Trust GLDM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $400K | Hold |
6,105
| – | – | 0.03% | 300 |
|
|
2025
Q1 | $378K | Hold |
6,105
| – | – | 0.03% | 296 |
|
|
2024
Q4 | $317K | Hold |
6,105
| – | – | 0.03% | 330 |
|
|
2024
Q3 | $318K | Hold |
6,105
| – | – | 0.03% | 326 |
|
|
2024
Q2 | $281K | Hold |
6,105
| – | – | 0.03% | 311 |
|
|
2024
Q1 | $269K | Sell |
6,105
-89
| -1% | -$3.92K | 0.03% | 320 |
|
|
2023
Q4 | $253K | Hold |
6,194
| – | – | 0.03% | 332 |
|
|
2023
Q3 | $227K | Buy |
6,194
+89
| +1% | +$3.26K | 0.03% | 333 |
|
|
2023
Q2 | $233K | Hold |
6,105
| – | – | 0.03% | 324 |
|
|
2023
Q1 | $239K | Sell |
6,105
-89
| -1% | -$3.48K | 0.03% | 320 |
|
|
2022
Q4 | $253K | Buy |
+6,194
| New | +$253K | 0.03% | 332 |
|