AWM
Ameliora 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 | $821K | Buy |
2,694
+876
| +48% | +$267K | 0.29% | 50 |
|
|
2025
Q1 | $524K | Buy |
1,818
+901
| +98% | +$260K | 0.2% | 60 |
|
|
2024
Q4 | $222K | Buy |
917
+46
| +5% | +$11.1K | 0.08% | 94 |
|
|
2024
Q3 | $212K | Sell |
871
-13
| -1% | -$3.16K | 0.09% | 79 |
|
|
2024
Q2 | $190K | Hold |
884
| – | – | 0.09% | 86 |
|
|
2024
Q1 | $182K | Buy |
884
+132
| +18% | +$27.2K | 0.08% | 94 |
|
|
2023
Q4 | $144K | Hold |
752
| – | – | 0.07% | 85 |
|
|
2023
Q3 | $129K | Hold |
752
| – | – | 0.08% | 92 |
|
|
2023
Q2 | $134K | Sell |
752
-752
| -50% | -$134K | 0.08% | 91 |
|
|
2023
Q1 | $276K | Buy |
+1,504
| New | +$276K | 0.16% | 81 |
|
|
2022
Q3 | – | Sell |
-26,792
| Closed | -$4.51M | – | 229 |
|
|
2022
Q2 | $4.51M | Sell |
26,792
-41,444
| -61% | -$6.98M | 5.34% | 5 |
|
|
2022
Q1 | $11.3M | Buy |
68,236
+1,536
| +2% | +$255K | 7.46% | 4 |
|
|
2021
Q4 | $10.4M | Buy |
+66,700
| New | +$10.4M | 9.51% | 3 |
|