AWS
AJ Wealth Strategies’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $6.17M | Sell |
34,625
-2,634
| -7% | -$470K | 0.3% | 50 |
|
|
2023
Q1 | $6.83M | Buy |
37,259
+40
| +0.1% | +$7.33K | 0.36% | 40 |
|
|
2022
Q4 | $6.31M | Buy |
37,219
+13,284
| +56% | +$2.25M | 0.33% | 47 |
|
|
2022
Q3 | $3.7M | Sell |
23,935
-235
| -1% | -$36.3K | 0.22% | 52 |
|
|
2022
Q2 | $4.07M | Sell |
24,170
-110
| -0.5% | -$18.5K | 0.21% | 49 |
|
|
2022
Q1 | $4.39M | Buy |
24,280
+11,860
| +95% | +$2.14M | 0.22% | 61 |
|
|
2021
Q4 | $2.12M | Hold |
12,420
| – | – | 0.1% | 88 |
|
|
2021
Q3 | $2.04M | Sell |
12,420
-11,200
| -47% | -$1.84M | 0.11% | 82 |
|
|
2021
Q2 | $3.91M | Hold |
23,620
| – | – | 0.23% | 49 |
|
|
2021
Q1 | $3.78M | Buy |
23,620
+9,063
| +62% | +$1.45M | 0.27% | 44 |
|
|
2020
Q4 | $2.6M | Sell |
14,557
-490
| -3% | -$87.4K | 0.23% | 51 |
|
|
2020
Q3 | $2.67M | Buy |
15,047
+414
| +3% | +$73.3K | 0.27% | 42 |
|
|
2020
Q2 | $2.45M | Buy |
14,633
+1,939
| +15% | +$325K | 0.27% | 43 |
|
|
2020
Q1 | $1.88M | Buy |
12,694
+10,542
| +490% | +$1.56M | 0.25% | 42 |
|
|
2019
Q4 | $308K | Sell |
2,152
-51
| -2% | -$7.3K | 0.04% | 95 |
|
|
2019
Q3 | $306K | Sell |
2,203
-182
| -8% | -$25.3K | 0.04% | 88 |
|
|
2019
Q2 | $318K | Sell |
2,385
-465
| -16% | -$62K | 0.05% | 81 |
|
|
2019
Q1 | $348K | Buy |
2,850
+150
| +6% | +$18.3K | 0.06% | 81 |
|
|
2018
Q4 | $327K | Sell |
2,700
-22,745
| -89% | -$2.75M | 0.06% | 72 |
|
|
2018
Q3 | $2.87M | Sell |
25,445
-3,716
| -13% | -$419K | 0.53% | 21 |
|
|
2018
Q2 | $3.46M | Buy |
29,161
+481
| +2% | +$57.1K | 0.71% | 19 |
|
|
2018
Q1 | $3.61M | Buy |
28,680
+20
| +0.1% | +$2.52K | 0.86% | 18 |
|
|
2017
Q4 | $3.54M | Buy |
28,660
+10,792
| +60% | +$1.33M | 0.88% | 17 |
|
|
2017
Q3 | $2.17M | Buy |
17,868
+5,963
| +50% | +$725K | 0.71% | 23 |
|
|
2017
Q2 | $1.41M | Buy |
11,905
+3,662
| +44% | +$432K | 0.53% | 30 |
|
|
2017
Q1 | $979K | Buy |
+8,243
| New | +$979K | 0.43% | 42 |
|