SWM
Stapp 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 | $5.79M | Sell |
88,390
-16,334
| -16% | -$1.07M | 8.33% | 5 |
|
|
2025
Q1 | $6.48M | Sell |
104,724
-4,681
| -4% | -$290K | 9.98% | 4 |
|
|
2024
Q4 | $5.69M | Buy |
109,405
+656
| +0.6% | +$34.1K | 8.87% | 4 |
|
|
2024
Q3 | $5.67M | Sell |
108,749
-1,880
| -2% | -$98K | 9.15% | 4 |
|
|
2024
Q2 | $5.1M | Sell |
110,629
-2,165
| -2% | -$99.8K | 8.84% | 4 |
|
|
2024
Q1 | $4.97M | Buy |
112,794
+601
| +0.5% | +$26.5K | 8.67% | 3 |
|
|
2023
Q4 | $4.59M | Sell |
112,193
-276
| -0.2% | -$11.3K | 7.71% | 3 |
|
|
2023
Q3 | $4.12M | Sell |
112,469
-839
| -0.7% | -$30.8K | 7.94% | 3 |
|
|
2023
Q2 | $4.32M | Buy |
113,308
+2,354
| +2% | +$89.7K | 8.55% | 3 |
|
|
2023
Q1 | $4.34M | Buy |
110,954
+36,176
| +48% | +$1.41M | 5.96% | 4 |
|
|
2022
Q4 | $2.71M | Sell |
74,778
-1,391
| -2% | -$50.3K | 6.49% | 4 |
|
|
2022
Q3 | $2.51M | Buy |
+76,169
| New | +$2.51M | 7.33% | 5 |
|