YHB Investment Advisors’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
$609K Buy
9,301
+601
+7% +$39.4K 0.05% 197
2025
Q1
$538K Buy
8,700
+1,750
+25% +$108K 0.05% 198
2024
Q4
$361K Buy
+6,950
New +$361K 0.03% 215