Valeo Financial Advisors’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
$264K Hold
4,034
0.01% 615
2025
Q1
$250K Buy
+4,034
New +$250K 0.01% 574
2020
Q4
Sell
-406
Closed -$15K 1696
2020
Q3
$15K Sell
406
-2,035
-83% -$75.2K ﹤0.01% 944
2020
Q2
$87K Buy
+2,441
New +$87K 0.01% 520