4WM
4J Wealth Management’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $607K | Sell |
1,990
-25
| -1% | -$7.62K | 0.41% | 46 |
|
|
2025
Q1 | $581K | Sell |
2,015
-150
| -7% | -$43.2K | 0.46% | 43 |
|
|
2024
Q4 | $524K | Hold |
2,165
| – | – | 0.42% | 40 |
|
|
2024
Q3 | $526K | Hold |
2,165
| – | – | 0.41% | 48 |
|
|
2024
Q2 | $465K | Sell |
2,165
-25
| -1% | -$5.38K | 0.38% | 47 |
|
|
2024
Q1 | $451K | Hold |
2,190
| – | – | 0.39% | 51 |
|
|
2023
Q4 | $419K | Hold |
2,190
| – | – | 0.38% | 54 |
|
|
2023
Q3 | $375K | Hold |
2,190
| – | – | 0.37% | 57 |
|
|
2023
Q2 | $390K | Hold |
2,190
| – | – | 0.38% | 57 |
|
|
2023
Q1 | $401K | Sell |
2,190
-410
| -16% | -$75.1K | 0.43% | 52 |
|
|
2022
Q4 | $441K | Sell |
2,600
-58
| -2% | -$9.84K | 0.51% | 46 |
|
|
2022
Q3 | $411K | Buy |
2,658
+313
| +13% | +$48.4K | 0.53% | 43 |
|
|
2022
Q2 | $395K | Sell |
2,345
-125
| -5% | -$21.1K | 0.5% | 43 |
|
|
2022
Q1 | $446K | Buy |
2,470
+20
| +0.8% | +$3.61K | 0.39% | 41 |
|
|
2021
Q4 | $419K | Buy |
2,450
+40
| +2% | +$6.84K | 0.35% | 47 |
|
|
2021
Q3 | $396K | Hold |
2,410
| – | – | 0.34% | 49 |
|
|
2021
Q2 | $399K | Buy |
2,410
+296
| +14% | +$49K | 0.35% | 48 |
|
|
2021
Q1 | $338K | Buy |
2,114
+25
| +1% | +$4K | 0.31% | 55 |
|
|
2020
Q4 | $372K | Buy |
+2,089
| New | +$372K | 0.36% | 52 |
|