CNWM
Clay Northam 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 | $899K | Buy |
2,948
+200
| +7% | +$61K | 0.57% | 27 |
|
2025
Q1 | $792K | Hold |
2,748
| – | – | 0.55% | 28 |
|
2024
Q4 | $665K | Buy |
2,748
+420
| +18% | +$102K | 0.43% | 36 |
|
2024
Q3 | $566K | Buy |
2,328
+43
| +2% | +$10.5K | 0.39% | 38 |
|
2024
Q2 | $491K | Sell |
2,285
-5
| -0.2% | -$1.08K | 0.37% | 42 |
|
2024
Q1 | $471K | Sell |
2,290
-10
| -0.4% | -$2.06K | 0.38% | 41 |
|
2023
Q4 | $440K | Hold |
2,300
| – | – | 0.39% | 44 |
|
2023
Q3 | $394K | Hold |
2,300
| – | – | 0.39% | 43 |
|
2023
Q2 | $410K | Buy |
2,300
+35
| +2% | +$6.24K | 0.39% | 42 |
|
2023
Q1 | $415K | Hold |
2,265
| – | – | 0.43% | 41 |
|
2022
Q4 | $384K | Sell |
2,265
-311
| -12% | -$52.8K | 0.44% | 42 |
|
2022
Q3 | $398K | Hold |
2,576
| – | – | 0.5% | 39 |
|
2022
Q2 | $434K | Sell |
2,576
-280
| -10% | -$47.2K | 0.54% | 38 |
|
2022
Q1 | $516K | Sell |
2,856
-16
| -0.6% | -$2.89K | 0.52% | 41 |
|
2021
Q4 | $491K | Buy |
+2,872
| New | +$491K | 0.46% | 44 |
|