WWA
WCG Wealth 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 | $1.14M | Buy |
17,331
+2,176
| +14% | +$143K | 0.07% | 215 |
|
|
2025
Q1 | $938K | Sell |
15,155
-1,386
| -8% | -$85.8K | 0.07% | 204 |
|
|
2024
Q4 | $860K | Buy |
16,541
+3,759
| +29% | +$195K | 0.06% | 219 |
|
|
2024
Q3 | $666K | Buy |
12,782
+686
| +6% | +$35.7K | 0.05% | 250 |
|
|
2024
Q2 | $558K | Buy |
12,096
+1,036
| +9% | +$47.8K | 0.04% | 232 |
|
|
2024
Q1 | $487K | Buy |
11,060
+573
| +5% | +$25.2K | 0.04% | 221 |
|
|
2023
Q4 | $429K | Sell |
10,487
-814
| -7% | -$33.3K | 0.03% | 259 |
|
|
2023
Q3 | $450K | Sell |
11,301
-4,390
| -28% | -$175K | 0.03% | 243 |
|
|
2023
Q2 | $589K | Sell |
15,691
-2,334
| -13% | -$87.6K | 0.07% | 136 |
|
|
2023
Q1 | $705K | Sell |
18,025
-1,580
| -8% | -$61.8K | 0.09% | 128 |
|
|
2022
Q4 | $710K | Sell |
19,605
-473,502
| -96% | -$17.1M | 0.1% | 126 |
|
|
2022
Q3 | $17.3M | Sell |
493,107
-7,929
| -2% | -$278K | 2.28% | 9 |
|
|
2022
Q2 | $18M | Buy |
+501,036
| New | +$18M | 2.5% | 7 |
|