WWM
Western Wealth Management’s SPDR Gold MiniShares Trust GLDM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.3M | Buy |
19,892
+11,345
| +133% | +$743K | 0.08% | 222 |
|
|
2025
Q1 | $529K | Buy |
8,547
+2,158
| +34% | +$134K | 0.04% | 373 |
|
|
2024
Q4 | $332K | Buy |
+6,389
| New | +$332K | 0.02% | 494 |
|
|
2022
Q3 | – | Sell |
-18,428
| Closed | -$640K | – | 824 |
|
|
2022
Q2 | $640K | Buy |
18,428
+3,444
| +23% | +$120K | 0.04% | 408 |
|
|
2022
Q1 | $576K | Buy |
+14,984
| New | +$576K | 0.03% | 483 |
|
|
2021
Q1 | – | Sell |
-12,598
| Closed | -$239K | – | 526 |
|
|
2020
Q4 | $239K | Sell |
12,598
-3,335
| -21% | -$63.3K | 0.04% | 404 |
|
|
2020
Q3 | $300K | Buy |
+15,933
| New | +$300K | 0.05% | 334 |
|