Stratos Wealth Partners’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 | $10M | Sell |
152,671
-9,734
| -6% | -$638K | 0.14% | 157 |
|
2025
Q1 | $10.1M | Sell |
162,405
-3,215
| -2% | -$199K | 0.15% | 137 |
|
2024
Q4 | $8.61M | Sell |
165,620
-6,946
| -4% | -$361K | 0.12% | 172 |
|
2024
Q3 | $9M | Buy |
172,566
+10,952
| +7% | +$571K | 0.13% | 160 |
|
2024
Q2 | $7.45M | Buy |
161,614
+2,229
| +1% | +$103K | 0.12% | 175 |
|
2024
Q1 | $7.02M | Buy |
159,385
+7,543
| +5% | +$332K | 0.12% | 184 |
|
2023
Q4 | $6.21M | Buy |
+151,842
| New | +$6.21M | 0.12% | 186 |
|
2022
Q1 | – | Sell |
-178,339
| Closed | -$6.48M | – | 1297 |
|
2021
Q4 | $6.48M | Buy |
+178,339
| New | +$6.48M | 0.14% | 151 |
|
2021
Q3 | – | Sell |
-187,063
| Closed | -$6.59M | – | 1218 |
|
2021
Q2 | $6.59M | Buy |
187,063
+1,163
| +0.6% | +$41K | 0.16% | 135 |
|
2021
Q1 | $6.32M | Sell |
185,900
-35,768
| -16% | -$1.22M | 0.17% | 125 |
|
2020
Q4 | $8.4M | Buy |
221,668
+23,490
| +12% | +$890K | 0.25% | 88 |
|
2020
Q3 | $7.45M | Buy |
198,178
+6,527
| +3% | +$245K | 0.24% | 101 |
|
2020
Q2 | $6.81M | Buy |
+191,651
| New | +$6.81M | 0.24% | 95 |
|