BWG
Balanced Wealth Group’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.3M | Sell |
7,581
-140
| -2% | -$42.4K | 1% | 19 |
|
|
2025
Q1 | $2.22M | Sell |
7,721
-679
| -8% | -$196K | 1.08% | 18 |
|
|
2024
Q4 | $2.17M | Sell |
8,400
-97
| -1% | -$25.1K | 0.97% | 18 |
|
|
2024
Q3 | $2.07M | Sell |
8,497
-622
| -7% | -$151K | 0.91% | 20 |
|
|
2024
Q2 | $1.97M | Sell |
9,119
-1,634
| -15% | -$352K | 0.89% | 19 |
|
|
2024
Q1 | $2.33M | Sell |
10,753
-5,964
| -36% | -$1.29M | 1.04% | 20 |
|
|
2023
Q4 | $3.2M | Buy |
+16,717
| New | +$3.2M | 1.66% | 15 |
|