DWM
Dakota 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 | $7.66M | Buy |
25,123
+1,379
| +6% | +$420K | 0.16% | 113 |
|
|
2025
Q1 | $6.84M | Buy |
23,744
+405
| +2% | +$117K | 0.16% | 121 |
|
|
2024
Q4 | $5.65M | Buy |
23,339
+315
| +1% | +$76.3K | 0.13% | 142 |
|
|
2024
Q3 | $5.6M | Sell |
23,024
-195
| -0.8% | -$47.4K | 0.13% | 148 |
|
|
2024
Q2 | $4.99M | Sell |
23,219
-2,268
| -9% | -$488K | 0.12% | 156 |
|
|
2024
Q1 | $5.24M | Buy |
25,487
+6,337
| +33% | +$1.3M | 0.13% | 149 |
|
|
2023
Q4 | $3.66M | Sell |
19,150
-4,543
| -19% | -$868K | 0.14% | 150 |
|
|
2023
Q3 | $4.06M | Sell |
23,693
-5,746
| -20% | -$985K | 0.18% | 130 |
|
|
2023
Q2 | $5.25M | Buy |
29,439
+1,792
| +6% | +$319K | 0.25% | 101 |
|
|
2023
Q1 | $5.07M | Buy |
27,647
+9,340
| +51% | +$1.71M | 0.34% | 78 |
|
|
2022
Q4 | $3.11M | Sell |
18,307
-10,738
| -37% | -$1.82M | 0.22% | 108 |
|
|
2022
Q3 | $4.49M | Sell |
29,045
-17,873
| -38% | -$2.76M | 0.36% | 67 |
|
|
2022
Q2 | $7.9M | Buy |
46,918
+13,160
| +39% | +$2.22M | 0.73% | 32 |
|
|
2022
Q1 | $6.1M | Buy |
33,758
+1,318
| +4% | +$238K | 0.49% | 55 |
|
|
2021
Q4 | $5.55M | Sell |
32,440
-6,639
| -17% | -$1.14M | 0.59% | 43 |
|
|
2021
Q3 | $6.42M | Buy |
39,079
+3,219
| +9% | +$529K | 0.74% | 33 |
|
|
2021
Q2 | $5.94M | Buy |
35,860
+8,396
| +31% | +$1.39M | 0.71% | 36 |
|
|
2021
Q1 | $4.39M | Sell |
27,464
-1,814
| -6% | -$290K | 0.58% | 46 |
|
|
2020
Q4 | $5.22M | Buy |
29,278
+4,967
| +20% | +$886K | 0.68% | 38 |
|
|
2020
Q3 | $4.31M | Buy |
24,311
+2,147
| +10% | +$380K | 0.68% | 46 |
|
|
2020
Q2 | $3.71M | Buy |
22,164
+15,448
| +230% | +$2.59M | 0.63% | 47 |
|
|
2020
Q1 | $994K | Sell |
6,716
-2,530
| -27% | -$374K | 0.22% | 102 |
|
|
2019
Q4 | $1.32M | Hold |
9,246
| – | – | 0.21% | 104 |
|
|
2019
Q3 | $1.28M | Buy |
9,246
+487
| +6% | +$67.6K | 0.22% | 102 |
|
|
2019
Q2 | $1.17M | Sell |
8,759
-325
| -4% | -$43.3K | 0.22% | 97 |
|
|
2019
Q1 | $1.11M | Buy |
9,084
+1,750
| +24% | +$213K | 0.22% | 105 |
|
|
2018
Q4 | $828K | Hold |
7,334
| – | – | 0.19% | 100 |
|
|
2018
Q3 | $827K | Buy |
7,334
+1,010
| +16% | +$114K | 0.19% | 102 |
|
|
2018
Q2 | $751K | Buy |
6,324
+470
| +8% | +$55.8K | 0.21% | 93 |
|
|
2018
Q1 | $736K | Hold |
5,854
| – | – | 0.38% | 42 |
|
|
2017
Q4 | $724K | Hold |
5,854
| – | – | 0.38% | 41 |
|
|
2017
Q3 | $712K | Hold |
5,854
| – | – | 0.39% | 41 |
|
|
2017
Q2 | $691K | Buy |
5,854
+174
| +3% | +$20.5K | 0.38% | 43 |
|
|
2017
Q1 | $674K | Hold |
5,680
| – | – | 0.39% | 41 |
|
|
2016
Q4 | $623K | Hold |
5,680
| – | – | 0.4% | 34 |
|
|
2016
Q3 | $714K | Hold |
5,680
| – | – | 0.46% | 32 |
|
|
2016
Q2 | $718K | Buy |
+5,680
| New | +$718K | 0.48% | 32 |
|