Windsor Wealth Management’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$260K Sell
7,101
-61
-0.9% -$2.23K 0.05% 132
2023
Q2
$273K Buy
7,162
+371
+5% +$14.1K 0.05% 133
2023
Q1
$268K Sell
6,791
-319
-4% -$12.6K 0.05% 133
2022
Q4
$264K Sell
7,110
-287
-4% -$10.7K 0.05% 134
2022
Q3
$249K Sell
7,397
-582
-7% -$19.6K 0.06% 127
2022
Q2
$276K Sell
7,979
-177,908
-96% -$6.15M 0.07% 126
2022
Q1
$5.47M Buy
185,887
+144,382
+348% +$4.25M 1.01% 21
2021
Q4
$1.5M Sell
41,505
-20,312
-33% -$733K 0.27% 73
2021
Q3
$2.16M Sell
61,817
-16,318
-21% -$571K 0.45% 43
2021
Q2
$2.75M Buy
78,135
+66,499
+571% +$2.34M 0.59% 36
2021
Q1
$396K Sell
11,636
-131,756
-92% -$4.48M 0.09% 155
2020
Q4
$5.43M Buy
143,392
+4,654
+3% +$176K 1.38% 16
2020
Q3
$5.26M Buy
138,738
+82,845
+148% +$3.14M 1.53% 15
2020
Q2
$1.99M Buy
55,893
+22,249
+66% +$790K 0.63% 35
2020
Q1
$1.06M Sell
33,644
-346
-1% -$10.9K 0.43% 54
2019
Q4
$1.03M Buy
33,990
+4,075
+14% +$123K 0.38% 65
2019
Q3
$894K Buy
29,915
+23,906
+398% +$714K 0.39% 66
2019
Q2
$166K Sell
6,009
-9,831
-62% -$272K 0.07% 175
2019
Q1
$409K Buy
+15,840
New +$409K 0.23% 105