SVB Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-5,643
| Closed | -$202K | – | 1001 |
|
|
2022
Q2 | $202K | Buy |
+5,643
| New | +$202K | ﹤0.01% | 684 |
|
|
2022
Q1 | – | Sell |
-2,998
| Closed | -$108K | – | 814 |
|
|
2021
Q4 | $108K | Hold |
2,998
| – | – | ﹤0.01% | 733 |
|
|
2021
Q3 | $104K | Hold |
2,998
| – | – | ﹤0.01% | 938 |
|
|
2021
Q2 | $105K | Hold |
2,998
| – | – | ﹤0.01% | 920 |
|
|
2021
Q1 | $101K | Sell |
2,998
-2,454
| -45% | -$82.7K | ﹤0.01% | 866 |
|
|
2020
Q4 | $206K | Hold |
5,452
| – | – | ﹤0.01% | 737 |
|
|
2020
Q3 | $205K | Buy |
5,452
+2,454
| +82% | +$92.3K | ﹤0.01% | 630 |
|
|
2020
Q2 | $106K | Hold |
2,998
| – | – | ﹤0.01% | 575 |
|
|
2020
Q1 | $94K | Buy |
+2,998
| New | +$94K | ﹤0.01% | 497 |
|