CWM
Concentrum 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 | $2.45M | Buy |
8,044
+304
| +4% | +$92.7K | 0.77% | 23 |
|
|
2025
Q1 | $2.23M | Buy |
7,740
+613
| +9% | +$177K | 0.83% | 24 |
|
|
2024
Q4 | $1.73M | Buy |
7,127
+5,859
| +462% | +$1.42M | 0.61% | 26 |
|
|
2024
Q3 | $308K | Buy |
1,268
+181
| +17% | +$44K | 0.12% | 57 |
|
|
2024
Q2 | $234K | Buy |
+1,087
| New | +$234K | 0.1% | 65 |
|