AWM
Accurate 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 | $2.13M | Sell |
6,948
-33,144
| -83% | -$10.1M | 0.33% | 79 |
|
|
2025
Q1 | $11.9M | Buy |
40,092
+36,116
| +908% | +$10.8M | 2.28% | 6 |
|
|
2024
Q4 | $987K | Sell |
3,976
-22,808
| -85% | -$5.66M | 0.19% | 121 |
|
|
2024
Q3 | $6.59M | Buy |
26,784
+23,331
| +676% | +$5.74M | 1.32% | 12 |
|
|
2024
Q2 | $773K | Sell |
3,453
-17,866
| -84% | -$4M | 0.19% | 118 |
|
|
2024
Q1 | $4.71M | Buy |
21,319
+18,752
| +731% | +$4.14M | 1.38% | 15 |
|
|
2023
Q4 | $482K | Sell |
2,567
-25,103
| -91% | -$4.72M | 0.15% | 137 |
|
|
2023
Q3 | $4.93M | Buy |
27,670
+25,017
| +943% | +$4.46M | 1.55% | 11 |
|
|
2023
Q2 | $481K | Sell |
2,653
-4,270
| -62% | -$775K | 0.15% | 139 |
|
|
2023
Q1 | $1.28M | Sell |
6,923
-102,443
| -94% | -$19M | 0.44% | 64 |
|
|
2022
Q4 | $19.1M | Sell |
109,366
-4,599
| -4% | -$804K | 7.03% | 1 |
|
|
2022
Q3 | $18.6M | Sell |
113,965
-16,768
| -13% | -$2.74M | 7.77% | 1 |
|
|
2022
Q2 | $21.3M | Buy |
130,733
+38,117
| +41% | +$6.21M | 11.57% | 1 |
|
|
2022
Q1 | $16.7M | Buy |
92,616
+75,542
| +442% | +$13.6M | 7.5% | 2 |
|
|
2021
Q4 | $2.87M | Sell |
17,074
-3,293
| -16% | -$554K | 2.35% | 8 |
|
|
2021
Q3 | $3.41M | Buy |
20,367
+18,119
| +806% | +$3.03M | 2.97% | 6 |
|
|
2021
Q2 | $372K | Buy |
+2,248
| New | +$372K | 0.33% | 79 |
|