BWM
Birchcreek 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 | $226K | Hold |
742
| – | – | 0.13% | 101 |
|
2025
Q1 | $214K | Buy |
+742
| New | +$214K | 0.13% | 110 |
|
2022
Q1 | – | Sell |
-1,401
| Closed | -$240K | – | 115 |
|
2021
Q4 | $240K | Sell |
1,401
-141
| -9% | -$24.2K | 0.21% | 100 |
|
2021
Q3 | $253K | Sell |
1,542
-45
| -3% | -$7.38K | 0.24% | 94 |
|
2021
Q2 | $263K | Sell |
1,587
-31
| -2% | -$5.14K | 0.25% | 90 |
|
2021
Q1 | $259K | Sell |
1,618
-697
| -30% | -$112K | 0.27% | 88 |
|
2020
Q4 | $412K | Buy |
+2,315
| New | +$412K | 0.4% | 58 |
|