SIAP
Sterling Investment Advisors (Pennsylvania)’s SPDR Gold MiniShares Trust GLDM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $8.96M | Sell |
136,742
-22,906
| -14% | -$1.5M | 1.96% | 11 |
|
2025
Q1 | $9.88M | Buy |
159,648
+6,744
| +4% | +$417K | 2.37% | 6 |
|
2024
Q4 | $7.95M | Sell |
152,904
-2,224
| -1% | -$116K | 1.93% | 13 |
|
2024
Q3 | $8.09M | Sell |
155,128
-2,714
| -2% | -$141K | 2.05% | 13 |
|
2024
Q2 | $7.27M | Sell |
157,842
-5,396
| -3% | -$249K | 1.97% | 13 |
|
2024
Q1 | $7.19M | Buy |
163,238
+1,571
| +1% | +$69.2K | 2.02% | 14 |
|
2023
Q4 | $6.61M | Buy |
161,667
+1,830
| +1% | +$74.9K | 2.06% | 14 |
|
2023
Q3 | $5.86M | Buy |
+159,837
| New | +$5.86M | 2.05% | 13 |
|