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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