Wallace Advisory Group’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 | $1.82M | Sell |
29,355
-1,450
| -5% | -$89.7K | 1.32% | 13 |
|
|
2025
Q1 | $1.6M | Sell |
30,805
-29,691
| -49% | -$1.54M | 1.11% | 16 |
|
|
2024
Q4 | $3.15M | Buy |
60,496
+2,080
| +4% | +$108K | 2.18% | 6 |
|
|
2024
Q3 | $2.69M | Sell |
58,416
-732
| -1% | -$33.7K | 1.97% | 8 |
|
|
2024
Q2 | $2.73M | Buy |
59,148
+29,242
| +98% | +$1.35M | 1.96% | 9 |
|
|
2024
Q1 | $1.22M | Sell |
29,906
-20,688
| -41% | -$846K | 0.92% | 23 |
|
|
2023
Q4 | $1.85M | Sell |
50,594
-22,952
| -31% | -$841K | 1.45% | 14 |
|
|
2023
Q3 | $2.8M | Sell |
73,546
-20,277
| -22% | -$772K | 2.01% | 8 |
|
|
2023
Q2 | $3.67M | Hold |
93,823
| – | – | 2.79% | 5 |
|
|
2023
Q1 | $3.67M | Buy |
93,823
+58,268
| +164% | +$2.28M | 2.79% | 5 |
|
|
2022
Q4 | $1.29M | Buy |
+35,555
| New | +$1.29M | 1.02% | 18 |
|