Warren Street 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 | $15.9M | Buy |
243,192
+4,891
| +2% | +$320K | 5.25% | 3 |
|
|
2025
Q1 | $14.7M | Buy |
238,301
+4,341
| +2% | +$269K | 5.73% | 3 |
|
|
2024
Q4 | $12.2M | Buy |
233,960
+3,649
| +2% | +$190K | 4.98% | 3 |
|
|
2024
Q3 | $12M | Buy |
+230,311
| New | +$12M | 4.96% | 3 |
|
|
2024
Q2 | – | Sell |
-224,996
| Closed | -$9.91M | – | 99 |
|
|
2024
Q1 | $9.91M | Buy |
224,996
+12,737
| +6% | +$561K | 4.91% | 3 |
|
|
2023
Q4 | $8.68M | Buy |
212,259
+11,314
| +6% | +$463K | 4.93% | 3 |
|
|
2023
Q3 | $7.37M | Buy |
200,945
+7,176
| +4% | +$263K | 4.87% | 4 |
|
|
2023
Q2 | $7.38M | Buy |
193,769
+1,698
| +0.9% | +$64.7K | 4.87% | 3 |
|
|
2023
Q1 | $7.51M | Buy |
192,071
+6,607
| +4% | +$258K | 5.35% | 3 |
|
|
2022
Q4 | $6.71M | Sell |
185,464
-25,310
| -12% | -$916K | 5.39% | 3 |
|
|
2022
Q3 | $6.95M | Buy |
210,774
+5,053
| +2% | +$167K | 7% | 4 |
|
|
2022
Q2 | $7.38M | Buy |
205,721
+8,728
| +4% | +$313K | 7.13% | 4 |
|
|
2022
Q1 | $7.58M | Sell |
196,993
-1,932
| -1% | -$74.3K | 6.62% | 4 |
|
|
2021
Q4 | $7.23M | Buy |
+198,925
| New | +$7.23M | 6.69% | 4 |
|