Verdence Capital 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
$384K Sell
5,857
-1,443
-20% -$94.5K 0.03% 491
2025
Q1
$452K Sell
7,300
-2,000
-22% -$124K 0.03% 425
2024
Q4
$484K Hold
9,300
0.04% 359
2024
Q3
$485K Buy
9,300
+944
+11% +$49.2K 0.04% 380
2024
Q2
$385K Buy
8,356
+2,300
+38% +$106K 0.03% 398
2024
Q1
$267K Buy
6,056
+757
+14% +$33.3K 0.02% 509
2023
Q4
$217K Buy
+5,299
New +$217K 0.02% 534
2023
Q3
Sell
-6,306
Closed -$240K 565
2023
Q2
$240K Buy
+6,306
New +$240K 0.03% 480