AOWM
Alpha Omega 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 | $505K | Sell |
1,658
-100
| -6% | -$30.5K | 0.09% | 149 |
|
|
2025
Q1 | $507K | Hold |
1,758
| – | – | 0.1% | 140 |
|
|
2024
Q4 | $426K | Hold |
1,758
| – | – | 0.08% | 154 |
|
|
2024
Q3 | $427K | Hold |
1,758
| – | – | 0.08% | 158 |
|
|
2024
Q2 | $378K | Hold |
1,758
| – | – | 0.07% | 161 |
|
|
2024
Q1 | $362K | Hold |
1,758
| – | – | 0.07% | 168 |
|
|
2023
Q4 | $336K | Buy |
1,758
+64
| +4% | +$12.2K | 0.06% | 164 |
|
|
2023
Q3 | $290K | Hold |
1,694
| – | – | 0.05% | 172 |
|
|
2023
Q2 | $302K | Hold |
1,694
| – | – | 0.05% | 173 |
|
|
2023
Q1 | $310K | Sell |
1,694
-152
| -8% | -$27.8K | 0.05% | 170 |
|
|
2022
Q4 | $313K | Sell |
1,846
-100
| -5% | -$17K | 0.06% | 172 |
|
|
2022
Q3 | $301K | Hold |
1,946
| – | – | 0.06% | 169 |
|
|
2022
Q2 | $328K | Sell |
1,946
-956
| -33% | -$161K | 0.06% | 167 |
|
|
2022
Q1 | $524K | Buy |
2,902
+1,650
| +132% | +$298K | 0.08% | 150 |
|
|
2021
Q4 | $213K | Hold |
1,252
| – | – | 0.03% | 217 |
|
|
2021
Q3 | $206K | Hold |
1,252
| – | – | 0.03% | 214 |
|
|
2021
Q2 | $207K | Hold |
1,252
| – | – | 0.03% | 219 |
|
|
2021
Q1 | $200K | Buy |
+1,252
| New | +$200K | 0.04% | 213 |
|
|
2019
Q3 | – | Sell |
-400
| Closed | -$53K | – | 354 |
|
|
2019
Q2 | $53K | Hold |
400
| – | – | 0.02% | 242 |
|
|
2019
Q1 | $49K | Hold |
400
| – | – | 0.02% | 244 |
|
|
2018
Q4 | $48K | Hold |
400
| – | – | 0.02% | 225 |
|
|
2018
Q3 | $45K | Hold |
400
| – | – | 0.02% | 233 |
|
|
2018
Q2 | $47K | Buy |
+400
| New | +$47K | 0.02% | 231 |
|
|
2017
Q4 | – | Sell |
-135
| Closed | -$16K | – | 462 |
|
|
2017
Q3 | $16K | Buy |
+135
| New | +$16K | 0.01% | 313 |
|