WAS
Wealth Advisory Solutions’s SPDR Gold MiniShares Trust GLDM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.58M | Sell |
130,906
-2,157
| -2% | -$141K | 2.17% | 12 |
|
|
2025
Q1 | $8.24M | Sell |
133,063
-2,964
| -2% | -$183K | 2.18% | 11 |
|
|
2024
Q4 | $7.07M | Sell |
136,027
-4,718
| -3% | -$245K | 1.98% | 12 |
|
|
2024
Q3 | $7.34M | Buy |
140,745
+168
| +0.1% | +$8.76K | 2.02% | 12 |
|
|
2024
Q2 | $6.48M | Sell |
140,577
-270,170
| -66% | -$12.5M | 1.76% | 13 |
|
|
2024
Q1 | $19M | Buy |
+410,747
| New | +$19M | 4.92% | 4 |
|
|
2023
Q4 | – | Sell |
-140,415
| Closed | -$5.15M | – | 89 |
|
|
2023
Q3 | $5.15M | Sell |
140,415
-4,354
| -3% | -$160K | 1.01% | 28 |
|
|
2023
Q2 | $5.51M | Buy |
144,769
+1,032
| +0.7% | +$39.3K | 1.47% | 19 |
|
|
2023
Q1 | $5.62M | Buy |
143,737
+1,202
| +0.8% | +$47K | 1.49% | 18 |
|
|
2022
Q4 | $5.16M | Sell |
142,535
-2,172
| -2% | -$78.6K | 1.39% | 18 |
|
|
2022
Q3 | $4.77M | Buy |
144,707
+5,006
| +4% | +$165K | 1.32% | 18 |
|
|
2022
Q2 | $5.01M | Buy |
139,701
+807
| +0.6% | +$29K | 1.23% | 24 |
|
|
2022
Q1 | $5.34M | Buy |
+138,894
| New | +$5.34M | 1.11% | 29 |
|
|
2021
Q3 | $2.46M | Buy |
140,977
+26,015
| +23% | +$454K | 0.55% | 50 |
|
|
2021
Q2 | $2.02M | Buy |
114,962
+5,904
| +5% | +$104K | 0.48% | 59 |
|
|
2021
Q1 | $2K | Buy |
109,058
+7,177
| +7% | +$132 | ﹤0.01% | 106 |
|
|
2020
Q4 | $1.93M | Sell |
101,881
-121
| -0.1% | -$2.29K | 0.52% | 53 |
|
|
2020
Q3 | $1.92M | Buy |
102,002
+13,445
| +15% | +$253K | 0.51% | 58 |
|
|
2020
Q2 | $1.57M | Buy |
88,557
+6,906
| +8% | +$123K | 0.44% | 67 |
|
|
2020
Q1 | $1.28M | Sell |
81,651
-45,371
| -36% | -$713K | 0.44% | 68 |
|
|
2019
Q4 | $1.92M | Buy |
+127,022
| New | +$1.92M | 0.51% | 61 |
|