WCFA
Walkner Condon Financial Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.33M | Buy |
96,609
+1,498
| +2% | +$98.1K | 1.16% | 22 |
|
|
2025
Q1 | $5.89M | Buy |
95,111
+10,824
| +13% | +$670K | 1.19% | 21 |
|
|
2024
Q4 | $4.38M | Sell |
84,287
-911
| -1% | -$47.4K | 0.89% | 28 |
|
|
2024
Q3 | $4.44M | Buy |
85,198
+8,311
| +11% | +$433K | 0.91% | 29 |
|
|
2024
Q2 | $3.54M | Sell |
76,887
-16,107
| -17% | -$742K | 0.76% | 36 |
|
|
2024
Q1 | $4.1M | Buy |
92,994
+33,394
| +56% | +$1.47M | 0.87% | 33 |
|
|
2023
Q4 | $2.44M | Buy |
59,600
+8,794
| +17% | +$360K | 0.56% | 49 |
|
|
2023
Q3 | $1.86M | Buy |
50,806
+1,659
| +3% | +$60.8K | 0.49% | 53 |
|
|
2023
Q2 | $1.87M | Buy |
49,147
+3,615
| +8% | +$138K | 0.5% | 50 |
|
|
2023
Q1 | $1.78M | Buy |
45,532
+3,386
| +8% | +$132K | 0.5% | 45 |
|
|
2022
Q4 | $1.53M | Buy |
42,146
+2,900
| +7% | +$105K | 0.46% | 54 |
|
|
2022
Q3 | $1.29M | Buy |
39,246
+5,472
| +16% | +$180K | 0.42% | 57 |
|
|
2022
Q2 | $1.21M | Buy |
33,774
+1,791
| +6% | +$64.3K | 0.38% | 65 |
|
|
2022
Q1 | $1.23M | Sell |
31,983
-33,620
| -51% | -$1.29M | 0.35% | 66 |
|
|
2021
Q4 | $1.19M | Buy |
+65,603
| New | +$1.19M | 0.78% | 37 |
|
|
2021
Q3 | – | Sell |
-36,084
| Closed | -$636K | – | 158 |
|
|
2021
Q2 | $636K | Buy |
36,084
+6,999
| +24% | +$123K | 0.23% | 80 |
|
|
2021
Q1 | $494K | Sell |
29,085
-11,079
| -28% | -$188K | 0.19% | 97 |
|
|
2020
Q4 | $761K | Buy |
40,164
+16,623
| +71% | +$315K | 0.33% | 62 |
|
|
2020
Q3 | $443K | Buy |
23,541
+11,016
| +88% | +$207K | 0.24% | 73 |
|
|
2020
Q2 | $222K | Buy |
+12,525
| New | +$222K | 0.2% | 57 |
|