Spire Wealth Management’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 | $327K | Sell |
4,987
-296
| -6% | -$19.4K | 0.01% | 617 |
|
|
2025
Q1 | $327K | Sell |
5,283
-2,981
| -36% | -$184K | 0.01% | 692 |
|
|
2024
Q4 | $430K | Sell |
8,264
-12,028
| -59% | -$625K | 0.01% | 592 |
|
|
2024
Q3 | $1.06M | Buy |
20,292
+1,059
| +6% | +$55.2K | 0.04% | 367 |
|
|
2024
Q2 | $886K | Buy |
19,233
+11,136
| +138% | +$513K | 0.03% | 363 |
|
|
2024
Q1 | $357K | Buy |
8,097
+3,226
| +66% | +$142K | 0.01% | 609 |
|
|
2023
Q4 | $196K | Sell |
4,871
-250
| -5% | -$10.1K | 0.01% | 770 |
|
|
2023
Q3 | $188K | Buy |
5,121
+19
| +0.4% | +$697 | 0.01% | 732 |
|
|
2023
Q2 | $194K | Hold |
5,102
| – | – | 0.01% | 723 |
|
|
2023
Q1 | $200K | Hold |
5,102
| – | – | 0.01% | 726 |
|
|
2022
Q4 | $185K | Buy |
5,102
+1,696
| +50% | +$61.5K | 0.01% | 574 |
|
|
2022
Q3 | $112K | Buy |
3,406
+2,680
| +369% | +$88.1K | 0.01% | 671 |
|
|
2022
Q2 | $26K | Buy |
+726
| New | +$26K | ﹤0.01% | 1557 |
|
|
2022
Q1 | – | Sell |
-1,014
| Closed | -$37K | – | 2660 |
|
|
2021
Q4 | $37K | Buy |
1,014
+514
| +103% | +$18.8K | ﹤0.01% | 1856 |
|
|
2021
Q3 | $17K | Buy |
+500
| New | +$17K | ﹤0.01% | 1922 |
|