DWP
Destiny Wealth Partners’s SPDR Gold Trust GLD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.17M | Buy |
3,834
+221
| +6% | +$67.4K | 0.16% | 81 |
|
2025
Q1 | $1.04M | Buy |
3,613
+252
| +7% | +$72.6K | 0.17% | 82 |
|
2024
Q4 | $814K | Buy |
3,361
+180
| +6% | +$43.6K | 0.13% | 91 |
|
2024
Q3 | $773K | Sell |
3,181
-3
| -0.1% | -$729 | 0.14% | 91 |
|
2024
Q2 | $685K | Hold |
3,184
| – | – | 0.12% | 88 |
|
2024
Q1 | $655K | Sell |
3,184
-1,915
| -38% | -$394K | 0.12% | 87 |
|
2023
Q4 | $965K | Buy |
5,099
+28
| +0.6% | +$5.3K | 0.18% | 73 |
|
2023
Q3 | $869K | Hold |
5,071
| – | – | 0.18% | 77 |
|
2023
Q2 | $924K | Sell |
5,071
-5
| -0.1% | -$911 | 0.18% | 76 |
|
2023
Q1 | $930K | Buy |
5,076
+2,632
| +108% | +$482K | 0.19% | 71 |
|
2022
Q4 | $415K | Sell |
2,444
-1,506
| -38% | -$255K | 0.09% | 107 |
|
2022
Q3 | $611K | Sell |
3,950
-30,266
| -88% | -$4.68M | 0.14% | 88 |
|
2022
Q2 | $5.76M | Buy |
34,216
+29,873
| +688% | +$5.03M | 1.27% | 29 |
|
2022
Q1 | $785K | Hold |
4,343
| – | – | 0.15% | 82 |
|
2021
Q4 | $742K | Hold |
4,343
| – | – | 0.14% | 89 |
|
2021
Q3 | $713K | Sell |
4,343
-1,654
| -28% | -$272K | 0.14% | 90 |
|
2021
Q2 | $993K | Buy |
5,997
+1,554
| +35% | +$257K | 0.19% | 86 |
|
2021
Q1 | $711K | Sell |
4,443
-1,648
| -27% | -$264K | 0.15% | 85 |
|
2020
Q4 | $1.09M | Buy |
+6,091
| New | +$1.09M | 0.23% | 73 |
|