CWM
Chesapeake 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 | $733K | Hold |
2,403
| – | – | 0.24% | 91 |
|
|
2025
Q1 | $692K | Sell |
2,403
-50
| -2% | -$14.4K | 0.25% | 92 |
|
|
2024
Q4 | $594K | Sell |
2,453
-50
| -2% | -$12.1K | 0.2% | 100 |
|
|
2024
Q3 | $608K | Buy |
2,503
+30
| +1% | +$7.29K | 0.21% | 97 |
|
|
2024
Q2 | $532K | Hold |
2,473
| – | – | 0.19% | 99 |
|
|
2024
Q1 | $509K | Hold |
2,473
| – | – | 0.19% | 101 |
|
|
2023
Q4 | $473K | Sell |
2,473
-89
| -3% | -$17K | 0.18% | 101 |
|
|
2023
Q3 | $439K | Sell |
2,562
-50
| -2% | -$8.57K | 0.18% | 102 |
|
|
2023
Q2 | $466K | Sell |
2,612
-20
| -0.8% | -$3.57K | 0.18% | 102 |
|
|
2023
Q1 | $482K | Hold |
2,632
| – | – | 0.2% | 103 |
|
|
2022
Q4 | $446K | Hold |
2,632
| – | – | 0.2% | 107 |
|
|
2022
Q3 | $407K | Hold |
2,632
| – | – | 0.19% | 109 |
|
|
2022
Q2 | $443K | Hold |
2,632
| – | – | 0.19% | 116 |
|
|
2022
Q1 | $475K | Hold |
2,632
| – | – | 0.17% | 119 |
|
|
2021
Q4 | $450K | Hold |
2,632
| – | – | 0.15% | 132 |
|
|
2021
Q3 | $432K | Sell |
2,632
-100
| -4% | -$16.4K | 0.15% | 136 |
|
|
2021
Q2 | $453K | Sell |
2,732
-170
| -6% | -$28.2K | 0.15% | 143 |
|
|
2021
Q1 | $464K | Buy |
2,902
+202
| +7% | +$32.3K | 0.16% | 132 |
|
|
2020
Q4 | $482K | Hold |
2,700
| – | – | 0.16% | 130 |
|
|
2020
Q3 | $478K | Buy |
2,700
+170
| +7% | +$30.1K | 0.18% | 119 |
|
|
2020
Q2 | $423K | Hold |
2,530
| – | – | 0.17% | 130 |
|
|
2020
Q1 | $375K | Hold |
2,530
| – | – | 0.17% | 120 |
|
|
2019
Q4 | $362K | Sell |
2,530
-18
| -0.7% | -$2.58K | 0.14% | 144 |
|
|
2019
Q3 | $354K | Buy |
2,548
+515
| +25% | +$71.6K | 0.14% | 142 |
|
|
2019
Q2 | $271K | Sell |
2,033
-107
| -5% | -$14.3K | 0.11% | 162 |
|
|
2019
Q1 | $261K | Buy |
2,140
+7
| +0.3% | +$854 | 0.11% | 166 |
|
|
2018
Q4 | $259K | Buy |
2,133
+170
| +9% | +$20.6K | 0.13% | 155 |
|
|
2018
Q3 | $221K | Sell |
1,963
-35
| -2% | -$3.94K | 0.1% | 177 |
|
|
2018
Q2 | $237K | Hold |
1,998
| – | – | 0.11% | 165 |
|
|
2018
Q1 | $251K | Buy |
+1,998
| New | +$251K | 0.12% | 160 |
|