DWM
Darwin 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 | $955K | Buy |
3,134
+1,792
| +134% | +$546K | 0.33% | 72 |
|
|
2025
Q1 | $325K | Hold |
1,342
| – | – | 0.11% | 107 |
|
|
2024
Q4 | $325K | Sell |
1,342
-1,486
| -53% | -$360K | 0.11% | 107 |
|
|
2024
Q3 | $687K | Buy |
2,828
+1,388
| +96% | +$337K | 0.19% | 87 |
|
|
2024
Q2 | $310K | Buy |
+1,440
| New | +$310K | 0.15% | 62 |
|
|
2024
Q1 | – | Sell |
-19,012
| Closed | -$3.63M | – | 142 |
|
|
2023
Q4 | $3.63M | Buy |
+19,012
| New | +$3.63M | 0.98% | 31 |
|
|
2023
Q2 | – | Sell |
-2,097
| Closed | -$389K | – | 154 |
|
|
2023
Q1 | $389K | Sell |
2,097
-134
| -6% | -$24.9K | 0.11% | 105 |
|
|
2022
Q4 | $399K | Buy |
+2,231
| New | +$399K | 0.1% | 111 |
|
|
2021
Q4 | – | Sell |
-9,854
| Closed | -$1.62M | – | 171 |
|
|
2021
Q3 | $1.62M | Buy |
+9,854
| New | +$1.62M | 0.26% | 67 |
|
|
2021
Q1 | – | Sell |
-20,454
| Closed | -$3.65M | – | 170 |
|
|
2020
Q4 | $3.65M | Sell |
20,454
-6,326
| -24% | -$1.13M | 0.68% | 38 |
|
|
2020
Q3 | $4.74M | Buy |
26,780
+24,464
| +1,056% | +$4.33M | 1.02% | 22 |
|
|
2020
Q2 | $387K | Sell |
2,316
-40,345
| -95% | -$6.74M | 0.1% | 110 |
|
|
2020
Q1 | $6.32M | Buy |
42,661
+725
| +2% | +$107K | 2.01% | 13 |
|
|
2019
Q4 | $5.99M | Sell |
41,936
-1,873
| -4% | -$268K | 1.6% | 13 |
|
|
2019
Q3 | $6.08M | Buy |
43,809
+2,523
| +6% | +$350K | 1.8% | 9 |
|
|
2019
Q2 | $5.5M | Sell |
41,286
-9,027
| -18% | -$1.2M | 1.7% | 11 |
|
|
2019
Q1 | $6.14M | Buy |
+50,313
| New | +$6.14M | 2.02% | 10 |
|
|
2018
Q4 | – | Sell |
-2,274
| Closed | -$256K | – | 108 |
|
|
2018
Q3 | $256K | Buy |
2,274
+342
| +18% | +$38.5K | 0.14% | 107 |
|
|
2018
Q2 | $227K | Buy |
1,932
+303
| +19% | +$35.6K | 0.15% | 116 |
|
|
2018
Q1 | $205K | Buy |
+1,629
| New | +$205K | 0.15% | 121 |
|