WBH Advisory’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
$2.39M Buy
36,485
+2,231
+7% +$146K 0.2% 87
2025
Q1
$2.12M Buy
+34,254
New +$2.12M 0.2% 91
2022
Q2
Sell
-8,927
Closed -$336K 307
2022
Q1
$336K Sell
8,927
-7,198
-45% -$271K 0.04% 245
2021
Q4
$586K Sell
16,125
-32,567
-67% -$1.18M 0.07% 205
2021
Q3
$1.7M Buy
+48,692
New +$1.7M 0.23% 94