AWM
Axxcess 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 | $12.2M | Buy |
40,121
+80
| +0.2% | +$24.4K | 0.29% | 72 |
|
|
2025
Q1 | $11.5M | Sell |
40,041
-8,986
| -18% | -$2.59M | 0.31% | 66 |
|
|
2024
Q4 | $11.9M | Buy |
49,027
+1,176
| +2% | +$285K | 0.29% | 66 |
|
|
2024
Q3 | $11.6M | Buy |
47,851
+5,073
| +12% | +$1.23M | 0.29% | 67 |
|
|
2024
Q2 | $9.2M | Buy |
42,778
+2,596
| +6% | +$558K | 0.24% | 74 |
|
|
2024
Q1 | $8.27M | Sell |
40,182
-5,949
| -13% | -$1.22M | 0.23% | 80 |
|
|
2023
Q4 | $8.82M | Buy |
46,131
+10,729
| +30% | +$2.05M | 0.26% | 81 |
|
|
2023
Q3 | $6.07M | Buy |
35,402
+639
| +2% | +$110K | 0.21% | 97 |
|
|
2023
Q2 | $6.2M | Buy |
34,763
+1,722
| +5% | +$307K | 0.45% | 50 |
|
|
2023
Q1 | $6.05M | Buy |
33,041
+4,098
| +14% | +$751K | 0.46% | 47 |
|
|
2022
Q4 | $4.91M | Sell |
28,943
-2,872
| -9% | -$487K | 0.41% | 52 |
|
|
2022
Q3 | $4.92M | Sell |
31,815
-1,858
| -6% | -$287K | 0.47% | 41 |
|
|
2022
Q2 | $5.67M | Buy |
+33,673
| New | +$5.67M | 0.52% | 35 |
|
|
2022
Q1 | – | Sell |
-11,830
| Closed | -$2.02M | – | 661 |
|
|
2021
Q4 | $2.02M | Buy |
+11,830
| New | +$2.02M | 0.15% | 120 |
|