Visionary Wealth 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
$1.83M Buy
27,942
+1,976
+8% +$129K 0.09% 200
2025
Q1
$1.61M Sell
25,966
-11,343
-30% -$702K 0.1% 197
2024
Q4
$1.94M Sell
37,309
-1,334
-3% -$69.4K 0.11% 174
2024
Q3
$2.01M Buy
38,643
+2,405
+7% +$125K 0.12% 175
2024
Q2
$1.67M Sell
36,238
-5,129
-12% -$236K 0.11% 188
2024
Q1
$1.82M Buy
41,367
+18,942
+84% +$834K 0.12% 178
2023
Q4
$917K Sell
22,425
-26,329
-54% -$1.08M 0.07% 237
2023
Q3
$1.79M Buy
48,754
+3,330
+7% +$122K 0.14% 152
2023
Q2
$1.73M Buy
45,424
+1,578
+4% +$60.1K 0.14% 153
2023
Q1
$1.71M Buy
+43,846
New +$1.71M 0.15% 145