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Vertex Planning Partners’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Vertex Planning Partners’s Portfolio GLDM Stock Details GLDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.53M Sell
23,361
-7,459
-24% -$489K 0.32% 53
2025
Q1 		$1.91M Buy
30,820
+15,399
+100% +$953K 0.42% 43
2024
Q4 		$802K Buy
+15,421
New +$802K 0.18% 72