AWM
Atticus 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 | $4.52M | Sell |
14,830
-882
| -6% | -$269K | 1.22% | 13 |
|
|
2025
Q1 | $4.53M | Sell |
15,712
-531
| -3% | -$153K | 1.48% | 12 |
|
|
2024
Q4 | $3.93M | Buy |
16,243
+68
| +0.4% | +$16.5K | 1.22% | 14 |
|
|
2024
Q3 | $3.93M | Buy |
16,175
+1,080
| +7% | +$263K | 1.26% | 14 |
|
|
2024
Q2 | $3.25M | Buy |
15,095
+1,642
| +12% | +$353K | 1.06% | 19 |
|
|
2024
Q1 | $2.77M | Sell |
13,453
-208
| -2% | -$42.8K | 0.91% | 20 |
|
|
2023
Q4 | $2.61M | Buy |
13,661
+3,219
| +31% | +$615K | 0.92% | 19 |
|
|
2023
Q3 | $1.79M | Buy |
10,442
+558
| +6% | +$95.7K | 0.69% | 27 |
|
|
2023
Q2 | $1.76M | Buy |
9,884
+6,521
| +194% | +$1.16M | 0.65% | 28 |
|
|
2023
Q1 | $616K | Buy |
3,363
+2,242
| +200% | +$411K | 0.24% | 67 |
|
|
2022
Q4 | $190K | Buy |
1,121
+35
| +3% | +$5.94K | 0.08% | 128 |
|
|
2022
Q3 | $183K | Hold |
1,086
| – | – | 0.09% | 120 |
|
|
2022
Q2 | $183K | Hold |
1,086
| – | – | 0.08% | 136 |
|
|
2022
Q1 | $196K | Hold |
1,086
| – | – | 0.07% | 144 |
|
|
2021
Q4 | $186K | Hold |
1,086
| – | – | 0.07% | 128 |
|
|
2021
Q3 | $178K | Sell |
1,086
-170
| -14% | -$27.9K | 0.08% | 109 |
|
|
2021
Q2 | $208K | Sell |
1,256
-86
| -6% | -$14.2K | 0.09% | 109 |
|
|
2021
Q1 | $215K | Sell |
1,342
-334
| -20% | -$53.5K | 0.1% | 100 |
|
|
2020
Q4 | $299K | Buy |
1,676
+131
| +8% | +$23.4K | 0.15% | 80 |
|
|
2020
Q3 | $274K | Buy |
1,545
+259
| +20% | +$45.9K | 0.16% | 71 |
|
|
2020
Q2 | $215K | Hold |
1,286
| – | – | 0.14% | 86 |
|
|
2020
Q1 | $190K | Sell |
1,286
-185
| -13% | -$27.3K | 0.15% | 79 |
|
|
2019
Q4 | $210K | Buy |
+1,471
| New | +$210K | 0.13% | 85 |
|