Carson Wealth (CWM LLC)’s SPDR Gold Trust GLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $132M | Buy |
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|
2025
Q2 | $106M | Sell |
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|
2025
Q1 | $103M | Buy |
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|
2024
Q4 | $69.5M | Buy |
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|
2024
Q3 | $46.5M | Buy |
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|
2024
Q2 | $40.3M | Buy |
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|
2024
Q1 | $36M | Buy |
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|
2023
Q4 | $31.4M | Buy |
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|
2023
Q3 | $25M | Buy |
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|
2023
Q2 | $22.4M | Buy |
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|
2023
Q1 | $13.7M | Buy |
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|
2022
Q4 | $4.15M | Buy |
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|
2022
Q3 | $3.56M | Sell |
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|
2022
Q2 | $5.34M | Buy |
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|
2022
Q1 | $4.3M | Buy |
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|
2021
Q4 | $3.66M | Buy |
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|
2021
Q2 | $3.5M | Hold |
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|
2021
Q1 | $3.5M | Hold |
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|
2020
Q4 | $3.5M | Hold |
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|
2020
Q3 | $3.5M | Hold |
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|
2020
Q2 | $3.5M | Hold |
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|
2020
Q1 | $3.5M | Hold |
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|
2019
Q4 | $3.5M | Hold |
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|
2019
Q3 | $3.5M | Hold |
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|
2019
Q2 | $3.5M | Hold |
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|
2019
Q1 | $3.5M | Buy |
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|
2018
Q4 | $557K | Buy |
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|
2018
Q3 | $440K | Sell |
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|
2018
Q2 | $519K | Sell |
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|
2018
Q1 | $713K | Sell |
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|
2017
Q4 | $715K | Sell |
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|
2017
Q3 | $773K | Sell |
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|
2017
Q2 | $790K | Buy |
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|
2017
Q1 | $794K | Sell |
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|
2016
Q4 | $6.31M | Sell |
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|
2016
Q3 | $12M | Buy |
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|
2016
Q2 | $10.7M | Buy |
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|
2016
Q1 | $66K | Hold |
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|
2015
Q4 | $57K | Hold |
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|
2015
Q3 | $60K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $3.85M | Buy |
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|
2013
Q4 | $2.63M | Buy |
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|
2013
Q3 | $2.09M | Buy |
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