AWM
AE 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 | $22.4M | Sell |
73,587
-2,277
| -3% | -$694K | 0.16% | 144 |
|
|
2025
Q1 | $21.9M | Sell |
75,864
-1,070
| -1% | -$308K | 0.18% | 127 |
|
|
2024
Q4 | $18.6M | Sell |
76,934
-13,481
| -15% | -$3.26M | 0.16% | 149 |
|
|
2024
Q3 | $22M | Sell |
90,415
-4,781
| -5% | -$1.16M | 0.2% | 122 |
|
|
2024
Q2 | $20.5M | Buy |
95,196
+26,023
| +38% | +$5.6M | 0.2% | 118 |
|
|
2024
Q1 | $14.2M | Sell |
69,173
-292,019
| -81% | -$60.1M | 0.16% | 175 |
|
|
2023
Q4 | $67.5M | Buy |
361,192
+8,808
| +2% | +$1.65M | 0.34% | 49 |
|
|
2023
Q3 | $60.4M | Buy |
352,384
+803
| +0.2% | +$138K | 0.36% | 47 |
|
|
2023
Q2 | $62.7M | Buy |
351,581
+97,044
| +38% | +$17.3M | 0.38% | 40 |
|
|
2023
Q1 | $46.6M | Sell |
254,537
-2,446
| -1% | -$448K | 0.3% | 59 |
|
|
2022
Q4 | $43.6M | Sell |
256,983
-45,305
| -15% | -$7.69M | 0.32% | 60 |
|
|
2022
Q3 | $46.8M | Sell |
302,288
-429,861
| -59% | -$66.5M | 0.37% | 49 |
|
|
2022
Q2 | $123M | Sell |
732,149
-429,551
| -37% | -$72.4M | 0.99% | 9 |
|
|
2022
Q1 | $210M | Buy |
1,161,700
+424,039
| +57% | +$76.6M | 1.44% | 9 |
|
|
2021
Q4 | $126M | Buy |
737,661
+90,199
| +14% | +$15.4M | 0.88% | 17 |
|
|
2021
Q3 | $106M | Buy |
647,462
+58,935
| +10% | +$9.68M | 0.88% | 16 |
|
|
2021
Q2 | $97.5M | Sell |
588,527
-214,277
| -27% | -$35.5M | 0.85% | 17 |
|
|
2021
Q1 | $128M | Buy |
802,804
+99,681
| +14% | +$15.9M | 1.3% | 11 |
|
|
2020
Q4 | $125M | Buy |
703,123
+254,894
| +57% | +$45.5M | 1.42% | 10 |
|
|
2020
Q3 | $79.4M | Buy |
448,229
+22,400
| +5% | +$3.97M | 1.13% | 15 |
|
|
2020
Q2 | $71.3M | Buy |
425,829
+180,252
| +73% | +$30.2M | 1.1% | 14 |
|
|
2020
Q1 | $36.4M | Buy |
245,577
+39,500
| +19% | +$5.85M | 0.84% | 21 |
|
|
2019
Q4 | $29.4M | Buy |
206,077
+65,417
| +47% | +$9.35M | 0.64% | 33 |
|
|
2019
Q3 | $19.5M | Buy |
140,660
+20,630
| +17% | +$2.86M | 0.56% | 37 |
|
|
2019
Q2 | $16M | Buy |
120,030
+71,531
| +147% | +$9.53M | 0.48% | 46 |
|
|
2019
Q1 | $5.92M | Buy |
48,499
+39,178
| +420% | +$4.78M | 0.41% | 54 |
|
|
2018
Q4 | $1.13M | Sell |
9,321
-87,392
| -90% | -$10.6M | 0.19% | 133 |
|
|
2018
Q3 | $10.9M | Sell |
96,713
-37,785
| -28% | -$4.26M | 0.6% | 36 |
|
|
2018
Q2 | $16M | Sell |
134,498
-6,418
| -5% | -$761K | 1.09% | 18 |
|
|
2018
Q1 | $17.7M | Buy |
140,916
+90,273
| +178% | +$11.4M | 1.37% | 14 |
|
|
2017
Q4 | $6.26M | Buy |
50,643
+22,772
| +82% | +$2.82M | 0.55% | 38 |
|
|
2017
Q3 | $3.39M | Buy |
27,871
+411
| +1% | +$50K | 0.31% | 53 |
|
|
2017
Q2 | $3.24M | Buy |
27,460
+20,437
| +291% | +$2.41M | 0.39% | 53 |
|
|
2017
Q1 | $834K | Buy |
7,023
+3,395
| +94% | +$403K | 0.15% | 131 |
|
|
2016
Q4 | $398K | Buy |
+3,628
| New | +$398K | 0.16% | 132 |
|