Steward Partners Investment Advisory’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 | $2.61M | Sell |
39,849
-2,926
| -7% | -$192K | 0.02% | 624 |
|
|
2025
Q1 | $2.65M | Sell |
42,775
-1,129
| -3% | -$69.9K | 0.02% | 570 |
|
|
2024
Q4 | $2.28M | Buy |
43,904
+2,688
| +7% | +$140K | 0.02% | 594 |
|
|
2024
Q3 | $2.15M | Buy |
41,216
+1,976
| +5% | +$103K | 0.02% | 600 |
|
|
2024
Q2 | $1.81M | Buy |
39,240
+2,339
| +6% | +$108K | 0.02% | 618 |
|
|
2024
Q1 | $1.63M | Sell |
36,901
-444
| -1% | -$19.6K | 0.02% | 640 |
|
|
2023
Q4 | $1.53M | Buy |
37,345
+14,855
| +66% | +$608K | 0.02% | 583 |
|
|
2023
Q3 | $824K | Buy |
22,490
+4,019
| +22% | +$147K | 0.01% | 743 |
|
|
2023
Q2 | $704K | Buy |
18,471
+6,693
| +57% | +$255K | 0.01% | 812 |
|
|
2023
Q1 | $461K | Buy |
+11,778
| New | +$461K | 0.01% | 961 |
|
|
2021
Q3 | – | Sell |
-31,340
| Closed | -$1.1M | – | 3234 |
|
|
2021
Q2 | $1.1M | Sell |
31,340
-789
| -2% | -$27.8K | 0.02% | 630 |
|
|
2021
Q1 | $1.09M | Sell |
32,129
-401
| -1% | -$13.6K | 0.02% | 617 |
|
|
2020
Q4 | $1.23M | Sell |
32,530
-17
| -0.1% | -$644 | 0.03% | 499 |
|
|
2020
Q3 | $1.22M | Buy |
+32,547
| New | +$1.22M | 0.03% | 426 |
|