AWM
Accel 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 | $2.74M | Buy |
8,989
+940
| +12% | +$287K | 0.91% | 26 |
|
|
2025
Q1 | $2.32M | Buy |
8,049
+2,105
| +35% | +$606K | 0.84% | 28 |
|
|
2024
Q4 | $1.44M | Buy |
5,944
+1,965
| +49% | +$476K | 0.55% | 53 |
|
|
2024
Q3 | $967K | Sell |
3,979
-12,943
| -76% | -$3.15M | 0.36% | 72 |
|
|
2024
Q2 | $3.64M | Sell |
16,922
-32
| -0.2% | -$6.88K | 1.46% | 16 |
|
|
2024
Q1 | $3.49M | Hold |
16,954
| – | – | 1.48% | 15 |
|
|
2023
Q4 | $3.24M | Buy |
16,954
+171
| +1% | +$32.7K | 1.63% | 14 |
|
|
2023
Q3 | $2.88M | Buy |
16,783
+584
| +4% | +$100K | 1.6% | 14 |
|
|
2023
Q2 | $2.89M | Buy |
16,199
+176
| +1% | +$31.4K | 1.59% | 17 |
|
|
2023
Q1 | $2.94M | Buy |
16,023
+738
| +5% | +$135K | 1.2% | 9 |
|
|
2022
Q4 | $2.59M | Buy |
15,285
+303
| +2% | +$51.4K | 1.24% | 15 |
|
|
2022
Q3 | $2.41M | Hold |
14,982
| – | – | 1.29% | 15 |
|
|
2022
Q2 | $2.38M | Buy |
14,982
+2,845
| +23% | +$452K | 1.37% | 15 |
|
|
2022
Q1 | $2.18M | Buy |
12,137
+1,241
| +11% | +$223K | 1.13% | 19 |
|
|
2021
Q4 | $1.86M | Sell |
10,896
-23
| -0.2% | -$3.93K | 0.91% | 31 |
|
|
2021
Q3 | $1.79M | Buy |
10,919
+4,577
| +72% | +$752K | 1.16% | 20 |
|
|
2021
Q2 | $1.05M | Buy |
6,342
+1,064
| +20% | +$176K | 0.7% | 36 |
|
|
2021
Q1 | $844K | Buy |
5,278
+72
| +1% | +$11.5K | 0.68% | 35 |
|
|
2020
Q4 | $929K | Buy |
+5,206
| New | +$929K | 0.87% | 23 |
|