BWM
BKM 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 | $1.96M | Buy |
6,436
+73
| +1% | +$22.3K | 0.77% | 39 |
|
|
2025
Q1 | $1.83M | Buy |
6,363
+525
| +9% | +$151K | 0.75% | 41 |
|
|
2024
Q4 | $1.41M | Buy |
5,838
+327
| +6% | +$79.2K | 0.58% | 53 |
|
|
2024
Q3 | $1.34M | Sell |
5,511
-224
| -4% | -$54.4K | 0.54% | 58 |
|
|
2024
Q2 | $1.23M | Sell |
5,735
-204
| -3% | -$43.9K | 0.59% | 51 |
|
|
2024
Q1 | $1.22M | Sell |
5,939
-90
| -1% | -$18.5K | 0.53% | 62 |
|
|
2023
Q4 | $1.15M | Buy |
+6,029
| New | +$1.15M | 0.49% | 58 |
|