Carson Wealth (CWM LLC)’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $106M | Sell |
347,208
-11,066
| -3% | -$3.37M | 0.37% | 53 |
|
|
2025
Q1 | $103M | Buy |
358,274
+71,125
| +25% | +$20.5M | 0.41% | 48 |
|
|
2024
Q4 | $69.5M | Buy |
287,149
+95,889
| +50% | +$23.2M | 0.29% | 65 |
|
|
2024
Q3 | $46.5M | Buy |
191,260
+3,661
| +2% | +$890K | 0.2% | 100 |
|
|
2024
Q2 | $40.3M | Buy |
187,599
+12,412
| +7% | +$2.67M | 0.19% | 109 |
|
|
2024
Q1 | $36M | Buy |
175,187
+11,062
| +7% | +$2.28M | 0.18% | 121 |
|
|
2023
Q4 | $31.4M | Buy |
164,125
+18,421
| +13% | +$3.52M | 0.17% | 120 |
|
|
2023
Q3 | $25M | Buy |
145,704
+19,900
| +16% | +$3.41M | 0.15% | 135 |
|
|
2023
Q2 | $22.4M | Buy |
125,804
+50,997
| +68% | +$9.09M | 0.14% | 144 |
|
|
2023
Q1 | $13.7M | Buy |
74,807
+50,367
| +206% | +$9.23M | 0.09% | 184 |
|
|
2022
Q4 | $4.15M | Buy |
24,440
+1,453
| +6% | +$246K | 0.03% | 332 |
|
|
2022
Q3 | $3.56M | Sell |
22,987
-8,742
| -28% | -$1.35M | 0.03% | 332 |
|
|
2022
Q2 | $5.35M | Buy |
31,729
+7,897
| +33% | +$1.33M | 0.04% | 283 |
|
|
2022
Q1 | $4.31M | Buy |
23,832
+2,412
| +11% | +$436K | 0.03% | 317 |
|
|
2021
Q4 | $3.66M | Buy |
+21,420
| New | +$3.66M | 0.03% | 334 |
|
|
2021
Q2 | $3.5M | Hold |
21,128
| – | – | 0.03% | 331 |
|
|
2021
Q1 | $3.5M | Hold |
21,128
| – | – | 0.03% | 331 |
|
|
2020
Q4 | $3.5M | Hold |
21,128
| – | – | 0.03% | 331 |
|
|
2020
Q3 | $3.5M | Hold |
21,128
| – | – | 0.03% | 331 |
|
|
2020
Q2 | $3.5M | Hold |
21,128
| – | – | 0.03% | 331 |
|
|
2020
Q1 | $3.5M | Hold |
21,128
| – | – | 0.03% | 331 |
|
|
2019
Q4 | $3.5M | Hold |
21,128
| – | – | 0.03% | 331 |
|
|
2019
Q3 | $3.5M | Hold |
21,128
| – | – | 0.03% | 331 |
|
|
2019
Q2 | $3.5M | Hold |
21,128
| – | – | 0.03% | 331 |
|
|
2019
Q1 | $3.5M | Buy |
21,128
+16,532
| +360% | +$2.74M | 0.03% | 331 |
|
|
2018
Q4 | $557K | Buy |
4,596
+692
| +18% | +$83.9K | 0.01% | 439 |
|
|
2018
Q3 | $440K | Sell |
3,904
-473
| -11% | -$53.3K | 0.01% | 403 |
|
|
2018
Q2 | $519K | Sell |
4,377
-1,290
| -23% | -$153K | 0.02% | 329 |
|
|
2018
Q1 | $713K | Sell |
5,667
-117
| -2% | -$14.7K | 0.03% | 256 |
|
|
2017
Q4 | $715K | Sell |
5,784
-574
| -9% | -$71K | 0.03% | 249 |
|
|
2017
Q3 | $773K | Sell |
6,358
-340
| -5% | -$41.3K | 0.04% | 224 |
|
|
2017
Q2 | $790K | Buy |
6,698
+10
| +0.1% | +$1.18K | 0.04% | 211 |
|
|
2017
Q1 | $794K | Sell |
6,688
-50,893
| -88% | -$6.04M | 0.04% | 198 |
|
|
2016
Q4 | $6.31M | Sell |
57,581
-38,185
| -40% | -$4.19M | 0.39% | 67 |
|
|
2016
Q3 | $12M | Buy |
95,766
+11,231
| +13% | +$1.41M | 0.83% | 39 |
|
|
2016
Q2 | $10.7M | Buy |
84,535
+83,971
| +14,888% | +$10.6M | 0.78% | 44 |
|
|
2016
Q1 | $66K | Hold |
564
| – | – | 0.01% | 315 |
|
|
2015
Q4 | $57K | Hold |
564
| – | – | 0.01% | 305 |
|
|
2015
Q3 | $60K | Buy |
+564
| New | +$60K | 0.01% | 271 |
|
|
2014
Q2 | – | Sell |
-31,150
| Closed | -$3.85M | – | 181 |
|
|
2014
Q1 | $3.85M | Buy |
31,150
+8,538
| +38% | +$1.06M | 0.52% | 49 |
|
|
2013
Q4 | $2.63M | Buy |
22,612
+6,310
| +39% | +$733K | 0.41% | 52 |
|
|
2013
Q3 | $2.09M | Buy |
+16,302
| New | +$2.09M | 0.55% | 46 |
|