ULWM
Upper Left Wealth Management’s SPDR Gold MiniShares Trust GLDM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.31M | Sell |
81,021
-5,048
| -6% | -$331K | 3.54% | 7 |
|
|
2025
Q1 | $5.33M | Buy |
86,069
+82
| +0.1% | +$5.08K | 3.82% | 5 |
|
|
2024
Q4 | $4.47M | Buy |
85,987
+1,175
| +1% | +$61.1K | 3.82% | 7 |
|
|
2024
Q3 | $4.21M | Buy |
84,812
+12,071
| +17% | +$599K | 3.68% | 10 |
|
|
2024
Q2 | $3.35M | Sell |
72,741
-1,521
| -2% | -$70.1K | 3.03% | 16 |
|
|
2024
Q1 | $3.27M | Buy |
74,262
+1,204
| +2% | +$53K | 3.03% | 17 |
|
|
2023
Q4 | $2.99M | Sell |
73,058
-6,369
| -8% | -$261K | 2.93% | 15 |
|
|
2023
Q3 | $2.91M | Buy |
79,427
+2,294
| +3% | +$84.1K | 3.03% | 15 |
|
|
2023
Q2 | $2.94M | Buy |
77,133
+125
| +0.2% | +$4.76K | 3.27% | 12 |
|
|
2023
Q1 | $3.01M | Sell |
77,008
-1,860
| -2% | -$72.7K | 3.42% | 13 |
|
|
2022
Q4 | $2.85M | Sell |
78,868
-4,627
| -6% | -$167K | 3.37% | 12 |
|
|
2022
Q3 | $2.81M | Buy |
+83,495
| New | +$2.81M | 3.65% | 10 |
|
|
2022
Q2 | – | Sell |
-83,757
| Closed | -$3.2M | – | 53 |
|
|
2022
Q1 | $3.2M | Sell |
83,757
-85,106
| -50% | -$3.25M | 3.32% | 14 |
|
|
2021
Q4 | $3.07M | Buy |
+168,863
| New | +$3.07M | 3.06% | 16 |
|