WealthPLAN Partners’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
$564K Sell
8,603
-3,772
-30% -$247K 0.09% 162
2025
Q1
$766K Buy
12,375
+5,891
+91% +$365K 0.11% 139
2024
Q4
$337K Buy
+6,484
New +$337K 0.05% 202