Valtinson Bruner Financial Planning’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 | $1.46M | Buy |
22,286
+7,254
| +48% | +$475K | 0.46% | 40 |
|
|
2025
Q1 | $930K | Sell |
15,032
-8,981
| -37% | -$556K | 0.31% | 52 |
|
|
2024
Q4 | $1.25M | Buy |
24,013
+1,814
| +8% | +$94.3K | 0.44% | 53 |
|
|
2024
Q3 | $1.16M | Buy |
22,199
+2,222
| +11% | +$116K | 0.4% | 54 |
|
|
2024
Q2 | $921K | Sell |
19,977
-366
| -2% | -$16.9K | 0.37% | 58 |
|
|
2024
Q1 | $896K | Buy |
20,343
+10,974
| +117% | +$483K | 0.38% | 56 |
|
|
2023
Q4 | $383K | Buy |
9,369
+328
| +4% | +$13.4K | 0.2% | 86 |
|
|
2023
Q3 | $331K | Buy |
9,041
+756
| +9% | +$27.7K | 0.18% | 91 |
|
|
2023
Q2 | $316K | Buy |
+8,285
| New | +$316K | 0.17% | 90 |
|
|
2022
Q3 | – | Sell |
-7,626
| Closed | -$274K | – | 103 |
|
|
2022
Q2 | $274K | Buy |
+7,626
| New | +$274K | 0.17% | 78 |
|
|
2019
Q4 | – | Sell |
-10,854
| Closed | -$322K | – | 74 |
|
|
2019
Q3 | $322K | Buy |
+10,854
| New | +$322K | 0.26% | 50 |
|