CWM
Collaborative 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 | $298K | Buy |
976
+136
| +16% | +$41.5K | 0.13% | 136 |
|
|
2025
Q1 | $242K | Sell |
840
-136
| -14% | -$39.2K | 0.11% | 146 |
|
|
2024
Q4 | $236K | Buy |
976
+10
| +1% | +$2.42K | 0.11% | 158 |
|
|
2024
Q3 | $235K | Buy |
+966
| New | +$235K | 0.11% | 151 |
|
|
2024
Q1 | – | Sell |
-1,083
| Closed | -$207K | – | 176 |
|
|
2023
Q4 | $207K | Buy |
+1,083
| New | +$207K | 0.11% | 155 |
|
|
2023
Q3 | – | Sell |
-1,215
| Closed | -$217K | – | 166 |
|
|
2023
Q2 | $217K | Sell |
1,215
-104
| -8% | -$18.5K | 0.13% | 153 |
|
|
2023
Q1 | $242K | Sell |
1,319
-35
| -3% | -$6.41K | 0.15% | 148 |
|
|
2022
Q4 | $230K | Sell |
1,354
-862
| -39% | -$146K | 0.15% | 154 |
|
|
2022
Q3 | $343K | Sell |
2,216
-89
| -4% | -$13.8K | 0.24% | 106 |
|
|
2022
Q2 | $388K | Buy |
+2,305
| New | +$388K | 0.25% | 113 |
|