AWM
Aries 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 | $4.23M | Sell |
13,877
-966
| -7% | -$294K | 1.11% | 25 |
|
|
2025
Q1 | $4.28M | Buy |
14,843
+330
| +2% | +$95.1K | 1.16% | 25 |
|
|
2024
Q4 | $3.51M | Buy |
14,513
+453
| +3% | +$110K | 0.97% | 27 |
|
|
2024
Q3 | $3.42M | Buy |
14,060
+499
| +4% | +$121K | 0.94% | 28 |
|
|
2024
Q2 | $2.92M | Buy |
13,561
+292
| +2% | +$62.8K | 0.92% | 30 |
|
|
2024
Q1 | $2.73M | Buy |
13,269
+504
| +4% | +$104K | 0.88% | 29 |
|
|
2023
Q4 | $2.44M | Buy |
12,765
+1,028
| +9% | +$197K | 0.87% | 31 |
|
|
2023
Q3 | $2.09M | Sell |
11,737
-93
| -0.8% | -$16.6K | 0.82% | 32 |
|
|
2023
Q2 | $2.11M | Buy |
11,830
+1,353
| +13% | +$241K | 0.82% | 31 |
|
|
2023
Q1 | $1.92M | Buy |
10,477
+191
| +2% | +$35K | 0.79% | 36 |
|
|
2022
Q4 | $1.74M | Sell |
10,286
-571
| -5% | -$96.9K | 0.75% | 42 |
|
|
2022
Q3 | $1.65M | Buy |
10,857
+549
| +5% | +$83.4K | 0.73% | 42 |
|
|
2022
Q2 | $1.74M | Buy |
+10,308
| New | +$1.74M | 0.79% | 38 |
|
|
2022
Q1 | – | Sell |
-7,461
| Closed | -$1.28M | – | 128 |
|
|
2021
Q4 | $1.28M | Buy |
7,461
+728
| +11% | +$125K | 0.49% | 57 |
|
|
2021
Q3 | $1.11M | Buy |
6,733
+740
| +12% | +$122K | 0.47% | 58 |
|
|
2021
Q2 | $993K | Buy |
5,993
+1,397
| +30% | +$231K | 0.42% | 63 |
|
|
2021
Q1 | $748K | Buy |
4,596
+828
| +22% | +$135K | 0.34% | 73 |
|
|
2020
Q4 | $653K | Buy |
3,768
+1,151
| +44% | +$199K | 0.33% | 70 |
|
|
2020
Q3 | $464K | Buy |
2,617
+352
| +16% | +$62.4K | 0.26% | 86 |
|
|
2020
Q2 | $379K | Buy |
2,265
+353
| +18% | +$59.1K | 0.23% | 89 |
|
|
2020
Q1 | $290K | Buy |
1,912
+40
| +2% | +$6.07K | 0.22% | 96 |
|
|
2019
Q4 | $276K | Hold |
1,872
| – | – | 0.17% | 120 |
|
|
2019
Q3 | $262K | Buy |
1,872
+148
| +9% | +$20.7K | 0.17% | 118 |
|
|
2019
Q2 | $228K | Sell |
1,724
-435
| -20% | -$57.5K | 0.16% | 133 |
|
|
2019
Q1 | $263K | Buy |
+2,159
| New | +$263K | 0.2% | 114 |
|