CTWM
Cherry Tree 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 | $115K | Hold |
378
| – | – | 0.03% | 201 |
|
2025
Q1 | $109K | Buy |
378
+73
| +24% | +$21K | 0.03% | 205 |
|
2024
Q4 | $73.9K | Sell |
305
-8
| -3% | -$1.94K | 0.02% | 232 |
|
2024
Q3 | $76.1K | Hold |
313
| – | – | 0.02% | 237 |
|
2024
Q2 | $67.3K | Hold |
313
| – | – | 0.02% | 237 |
|
2024
Q1 | $64.4K | Hold |
313
| – | – | 0.02% | 239 |
|
2023
Q4 | $59.8K | Hold |
313
| – | – | 0.02% | 232 |
|
2023
Q3 | $53.7K | Hold |
313
| – | – | 0.02% | 228 |
|
2023
Q2 | $55.8K | Buy |
+313
| New | +$55.8K | 0.02% | 222 |
|