CWM
Compass 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 | $615K | Buy |
2,018
+825
| +69% | +$251K | 0.15% | 96 |
|
|
2025
Q1 | $344K | Buy |
1,193
+177
| +17% | +$51K | 0.09% | 121 |
|
|
2024
Q4 | $246K | Buy |
1,016
+45
| +5% | +$10.9K | 0.06% | 142 |
|
|
2024
Q3 | $236K | Hold |
971
| – | – | 0.06% | 151 |
|
|
2024
Q2 | $209K | Hold |
971
| – | – | 0.05% | 155 |
|
|
2024
Q1 | $200K | Hold |
971
| – | – | 0.05% | 156 |
|
|
2023
Q4 | $186K | Sell |
971
-250
| -20% | -$47.8K | 0.05% | 156 |
|
|
2023
Q3 | $209K | Sell |
1,221
-1,000
| -45% | -$171K | 0.07% | 153 |
|
|
2023
Q2 | $396K | Buy |
2,221
+1,860
| +515% | +$332K | 0.12% | 120 |
|
|
2023
Q1 | $66.1K | Hold |
361
| – | – | 0.02% | 214 |
|
|
2022
Q4 | $61.2K | Buy |
+361
| New | +$61.2K | 0.02% | 212 |
|