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Waverly Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Waverly Advisors’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 		$1.02M Buy
15,553
+9,241
+146% +$605K 0.01% 614
2025
Q1 		$391K Sell
6,312
-17
-0.3% -$1.05K ﹤0.01% 843
2024
Q4 		$329K Buy
6,329
+273
+5% +$14.2K 0.01% 796
2024
Q3 		$316K Hold
6,056
– – 0.01% 675
2024
Q2 		$279K Buy
+6,056
New +$279K 0.01% 684