TFA
TPG Financial Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-519,643
| Closed | -$9.07M | – | 38 |
|
|
2021
Q3 | $9.07M | Buy |
519,643
+51,266
| +11% | +$895K | 5.99% | 6 |
|
|
2021
Q2 | $8.25M | Sell |
468,377
-8,834
| -2% | -$156K | 5.79% | 5 |
|
|
2021
Q1 | $8.11M | Buy |
477,211
+49,350
| +12% | +$839K | 5.66% | 6 |
|
|
2020
Q4 | $8.1M | Buy |
427,861
+44,402
| +12% | +$841K | 6.02% | 5 |
|
|
2020
Q3 | $7.21M | Sell |
383,459
-20,854
| -5% | -$392K | 6.16% | 5 |
|
|
2020
Q2 | $7.18M | Sell |
404,313
-46,196
| -10% | -$820K | 6.44% | 5 |
|
|
2020
Q1 | $7.08M | Buy |
450,509
+3,979
| +0.9% | +$62.6K | 7.02% | 5 |
|
|
2019
Q4 | $6.76M | Buy |
446,530
+25,980
| +6% | +$393K | 5.57% | 6 |
|
|
2019
Q3 | $6.18M | Buy |
+420,550
| New | +$6.18M | 5.56% | 6 |
|