BWP
Balboa Wealth Partners’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.87M | Sell |
19,258
-5,405
| -22% | -$1.65M | 1.18% | 16 |
|
|
2025
Q1 | $7.11M | Buy |
24,663
+2,193
| +10% | +$632K | 1.72% | 11 |
|
|
2024
Q4 | $5.44M | Sell |
22,470
-1,756
| -7% | -$425K | 1.24% | 11 |
|
|
2024
Q3 | $5.89M | Sell |
24,226
-432
| -2% | -$105K | 1.47% | 11 |
|
|
2024
Q2 | $5.3M | Buy |
24,658
+1,616
| +7% | +$347K | 1.4% | 11 |
|
|
2024
Q1 | $4.74M | Buy |
23,042
+8,986
| +64% | +$1.85M | 1.4% | 11 |
|
|
2023
Q4 | $2.69M | Buy |
14,056
+3,397
| +32% | +$649K | 0.89% | 19 |
|
|
2023
Q3 | $1.83M | Buy |
10,659
+761
| +8% | +$130K | 0.69% | 26 |
|
|
2023
Q2 | $1.76M | Sell |
9,898
-5,098
| -34% | -$909K | 0.62% | 27 |
|
|
2023
Q1 | $2.75M | Buy |
14,996
+10,212
| +213% | +$1.87M | 1.04% | 17 |
|
|
2022
Q4 | $812K | Sell |
4,784
-155
| -3% | -$26.3K | 0.37% | 67 |
|
|
2022
Q3 | $764K | Buy |
+4,939
| New | +$764K | 0.34% | 62 |
|