CWM
Cadence 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 | $11.2M | Buy |
36,784
+884
| +2% | +$269K | 7.42% | 4 |
|
|
2025
Q1 | $10.3M | Sell |
35,900
-17,888
| -33% | -$5.15M | 7.65% | 4 |
|
|
2024
Q4 | $13M | Sell |
53,788
-9,682
| -15% | -$2.34M | 8.63% | 4 |
|
|
2024
Q3 | $15.4M | Buy |
63,470
+449
| +0.7% | +$109K | 12.54% | 3 |
|
|
2024
Q2 | $13.6M | Sell |
63,021
-10,872
| -15% | -$2.34M | 9.47% | 5 |
|
|
2024
Q1 | $15.2M | Sell |
73,893
-17,347
| -19% | -$3.57M | 15.64% | 2 |
|
|
2023
Q4 | $17.4M | Buy |
91,240
+131
| +0.1% | +$25K | 13.69% | 4 |
|
|
2023
Q3 | $15.6M | Sell |
91,109
-2,393
| -3% | -$410K | 12.97% | 3 |
|
|
2023
Q2 | $16.7M | Sell |
93,502
-3,524
| -4% | -$628K | 16.14% | 2 |
|
|
2023
Q1 | $17.8M | Buy |
97,026
+15,348
| +19% | +$2.81M | 18.1% | 3 |
|
|
2022
Q4 | $13.9M | Sell |
81,678
-24,228
| -23% | -$4.11M | 11.88% | 3 |
|
|
2022
Q3 | $16.4M | Buy |
105,906
+1,346
| +1% | +$208K | 15.39% | 2 |
|
|
2022
Q2 | $17.6M | Buy |
104,560
+29,085
| +39% | +$4.9M | 18.26% | 2 |
|
|
2022
Q1 | $13.6M | Buy |
75,475
+1,570
| +2% | +$284K | 10.47% | 4 |
|
|
2021
Q4 | $12.6M | Buy |
73,905
+726
| +1% | +$124K | 13.87% | 4 |
|
|
2021
Q3 | $12M | Buy |
73,179
+25,827
| +55% | +$4.24M | 13.59% | 3 |
|
|
2021
Q2 | $7.84M | Sell |
47,352
-23,919
| -34% | -$3.96M | 6.62% | 6 |
|
|
2021
Q1 | $11.4M | Buy |
+71,271
| New | +$11.4M | 10.3% | 5 |
|