WOSD
WFA of San Diego’s SPDR Gold MiniShares Trust GLDM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.26M | Buy |
+34,426
| New | +$2.26M | 1.66% | 14 |
|
|
2024
Q3 | $1.9M | Sell |
36,501
-501
| -1% | -$26.1K | 1.6% | 16 |
|
|
2024
Q2 | $1.71M | Buy |
+37,002
| New | +$1.71M | 1.53% | 15 |
|
|
2023
Q3 | $1.46M | Sell |
39,702
-2,172
| -5% | -$79.6K | 1.51% | 16 |
|
|
2023
Q2 | $1.59M | Sell |
41,874
-5,791
| -12% | -$221K | 1.57% | 13 |
|
|
2023
Q1 | $1.86M | Sell |
47,665
-4,955
| -9% | -$194K | 1.95% | 14 |
|
|
2022
Q4 | $1.9M | Sell |
52,620
-1,379
| -3% | -$49.9K | 1.46% | 14 |
|
|
2022
Q3 | $1.78M | Buy |
53,999
+3,040
| +6% | +$100K | 1.6% | 14 |
|
|
2022
Q2 | $1.83M | Sell |
50,959
-6,127
| -11% | -$220K | 1.57% | 14 |
|
|
2022
Q1 | $2.2M | Sell |
57,086
-58,236
| -50% | -$2.24M | 1.67% | 12 |
|
|
2021
Q4 | $2.1M | Buy |
115,322
+4,028
| +4% | +$73.2K | 1.22% | 17 |
|
|
2021
Q3 | $1.94M | Buy |
111,294
+2,011
| +2% | +$35.1K | 1.36% | 15 |
|
|
2021
Q2 | $1.92M | Buy |
109,283
+2,353
| +2% | +$41.4K | 1.49% | 14 |
|
|
2021
Q1 | $1.82M | Sell |
106,930
-6,146
| -5% | -$104K | 1.51% | 12 |
|
|
2020
Q4 | $18 | Buy |
113,076
+4,505
| +4% | +$1 | ﹤0.01% | 88 |
|
|
2020
Q3 | $2.04M | Sell |
108,571
-148,713
| -58% | -$2.8M | 1.93% | 9 |
|
|
2020
Q2 | $4.18M | Buy |
+257,284
| New | +$4.18M | 0.98% | 18 |
|