CWG
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Cornerstone Wealth Group’s SPDR Gold Trust GLD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$638K Sell
2,092
-34
-2% -$10.4K 0.05% 166
2025
Q1
$613K Sell
2,126
-109
-5% -$31.4K 0.05% 162
2024
Q4
$541K Sell
2,235
-88
-4% -$21.3K 0.04% 159
2024
Q3
$565K Sell
2,323
-50
-2% -$12.2K 0.05% 162
2024
Q2
$510K Buy
2,373
+82
+4% +$17.6K 0.05% 158
2024
Q1
$471K Buy
2,291
+235
+11% +$48.3K 0.04% 160
2023
Q4
$393K Buy
2,056
+48
+2% +$9.18K 0.06% 109
2023
Q3
$344K Sell
2,008
-14
-0.7% -$2.4K 0.06% 116
2023
Q2
$360K Sell
2,022
-24,450
-92% -$4.36M 0.07% 117
2023
Q1
$4.85M Buy
26,472
+24,485
+1,232% +$4.49M 0.86% 37
2022
Q4
$337K Buy
1,987
+51
+3% +$8.65K 0.06% 110
2022
Q3
$299K Buy
1,936
+77
+4% +$11.9K 0.07% 106
2022
Q2
$313K Sell
1,859
-19,926
-91% -$3.35M 0.07% 108
2022
Q1
$3.94M Buy
21,785
+20,293
+1,360% +$3.67M 0.72% 51
2021
Q4
$255K Sell
1,492
-66
-4% -$11.3K 0.04% 136
2021
Q3
$256K Sell
1,558
-91,235
-98% -$15M 0.05% 133
2021
Q2
$15.7M Buy
92,793
+91,443
+6,774% +$15.5M 3.21% 5
2021
Q1
$227K Buy
1,350
+66
+5% +$11.1K 0.05% 140
2020
Q4
$229K Sell
1,284
-69,788
-98% -$12.4M 0.06% 139
2020
Q3
$12.6M Buy
71,072
+6,126
+9% +$1.09M 3.44% 5
2020
Q2
$10.9M Sell
64,946
-19,591
-23% -$3.28M 2.73% 7
2020
Q1
$12.5M Buy
84,537
+61,267
+263% +$9.07M 4.41% 4
2019
Q4
$3.33M Sell
23,270
-4,216
-15% -$602K 0.9% 30
2019
Q3
$3.82M Sell
27,486
-3,613
-12% -$502K 0.96% 27
2019
Q2
$4.14M Buy
31,099
+12,694
+69% +$1.69M 1.12% 17
2019
Q1
$2.25M Buy
+18,405
New +$2.25M 0.56% 38