WAP
Wealthcare Advisory Partners’s SPDR Gold MiniShares Trust GLDM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.53M | Sell |
53,873
-3,233
| -6% | -$212K | 0.08% | 201 |
|
|
2025
Q1 | $3.53M | Sell |
57,106
-1,694
| -3% | -$105K | 0.09% | 183 |
|
|
2024
Q4 | $3.06M | Sell |
58,800
-1,125
| -2% | -$58.5K | 0.08% | 197 |
|
|
2024
Q3 | $3.12M | Sell |
59,925
-11,028
| -16% | -$575K | 0.09% | 197 |
|
|
2024
Q2 | $3.27M | Buy |
70,953
+604
| +0.9% | +$27.8K | 0.1% | 158 |
|
|
2024
Q1 | $3.1M | Buy |
70,349
+6,449
| +10% | +$284K | 0.1% | 169 |
|
|
2023
Q4 | $2.61M | Buy |
63,900
+6,463
| +11% | +$264K | 0.1% | 163 |
|
|
2023
Q3 | $2.11M | Sell |
57,437
-47,964
| -46% | -$1.76M | 0.1% | 167 |
|
|
2023
Q2 | $4.01M | Buy |
105,401
+24,835
| +31% | +$946K | 0.18% | 101 |
|
|
2023
Q1 | $3.15M | Buy |
80,566
+44,897
| +126% | +$1.76M | 0.14% | 131 |
|
|
2022
Q4 | $1.29M | Sell |
35,669
-17,442
| -33% | -$631K | 0.06% | 233 |
|
|
2022
Q3 | $1.75M | Sell |
53,111
-536,339
| -91% | -$17.7M | 0.1% | 154 |
|
|
2022
Q2 | $21.1M | Buy |
+589,450
| New | +$21.1M | 1.28% | 17 |
|
|
2022
Q1 | – | Sell |
-933,723
| Closed | -$17M | – | 561 |
|
|
2021
Q4 | $17M | Buy |
933,723
+210,928
| +29% | +$3.83M | 1.02% | 23 |
|
|
2021
Q3 | $12.6M | Buy |
722,795
+696,549
| +2,654% | +$12.2M | 0.83% | 25 |
|
|
2021
Q2 | $462K | Buy |
26,246
+1,331
| +5% | +$23.4K | 0.03% | 335 |
|
|
2021
Q1 | $424K | Sell |
24,915
-170,714
| -87% | -$2.91M | 0.03% | 323 |
|
|
2020
Q4 | $3.71M | Buy |
195,629
+68,221
| +54% | +$1.29M | 0.33% | 43 |
|
|
2020
Q3 | $2.4M | Buy |
+127,408
| New | +$2.4M | 0.26% | 48 |
|