Wilbanks Smith & Thomas Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $526K | Hold |
11,944
| – | – | 0.01% | 338 |
|
|
2023
Q4 | $489K | Hold |
11,944
| – | – | 0.01% | 339 |
|
|
2023
Q3 | $438K | Hold |
11,944
| – | – | 0.02% | 334 |
|
|
2023
Q2 | $455K | Buy |
11,944
+50
| +0.4% | +$1.91K | 0.02% | 332 |
|
|
2023
Q1 | $465K | Buy |
11,894
+565
| +5% | +$22.1K | 0.02% | 320 |
|
|
2022
Q4 | $410K | Hold |
11,329
| – | – | 0.02% | 339 |
|
|
2022
Q3 | $374K | Buy |
11,329
+783
| +7% | +$25.8K | 0.02% | 326 |
|
|
2022
Q2 | $378K | Sell |
10,546
-2,244
| -18% | -$80.4K | 0.02% | 343 |
|
|
2022
Q1 | $474K | Hold |
12,790
| – | – | 0.02% | 314 |
|
|
2021
Q4 | $465K | Hold |
12,790
| – | – | 0.02% | 339 |
|
|
2021
Q3 | $447K | Hold |
12,790
| – | – | 0.02% | 324 |
|
|
2021
Q2 | $450K | Hold |
12,790
| – | – | 0.02% | 327 |
|
|
2021
Q1 | $435K | Buy |
+12,790
| New | +$435K | 0.02% | 304 |
|
|
2020
Q4 | – | Sell |
-12,790
| Closed | -$481K | – | 440 |
|
|
2020
Q3 | $481K | Hold |
12,790
| – | – | 0.03% | 245 |
|
|
2020
Q2 | $454K | Buy |
12,790
+4,245
| +50% | +$151K | 0.03% | 252 |
|
|
2020
Q1 | $269K | Buy |
+8,545
| New | +$269K | 0.02% | 298 |
|