EWM
Edge 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 | $627K | Buy |
2,057
+325
| +19% | +$99K | 0.12% | 43 |
|
|
2025
Q1 | $499K | Hold |
1,732
| – | – | 0.1% | 49 |
|
|
2024
Q4 | $419K | Hold |
1,732
| – | – | 0.08% | 52 |
|
|
2024
Q3 | $421K | Hold |
1,732
| – | – | 0.08% | 53 |
|
|
2024
Q2 | $372K | Hold |
1,732
| – | – | 0.08% | 53 |
|
|
2024
Q1 | $356K | Hold |
1,732
| – | – | 0.07% | 57 |
|
|
2023
Q4 | $331K | Hold |
1,732
| – | – | 0.07% | 56 |
|
|
2023
Q3 | $297K | Sell |
1,732
-140
| -7% | -$24K | 0.07% | 56 |
|
|
2023
Q2 | $334K | Sell |
1,872
-400
| -18% | -$71.3K | 0.07% | 58 |
|
|
2023
Q1 | $416K | Hold |
2,272
| – | – | 0.1% | 52 |
|
|
2022
Q4 | $385K | Hold |
2,272
| – | – | 0.09% | 59 |
|
|
2022
Q3 | $352K | Buy |
2,272
+200
| +10% | +$31K | 0.08% | 60 |
|
|
2022
Q2 | $349K | Sell |
2,072
-665
| -24% | -$112K | 0.08% | 62 |
|
|
2022
Q1 | $494K | Sell |
2,737
-258
| -9% | -$46.6K | 0.1% | 59 |
|
|
2021
Q4 | $512K | Sell |
2,995
-61
| -2% | -$10.4K | 0.09% | 63 |
|
|
2021
Q3 | $502K | Hold |
3,056
| – | – | 0.1% | 65 |
|
|
2021
Q2 | $506K | Hold |
3,056
| – | – | 0.1% | 68 |
|
|
2021
Q1 | $489K | Sell |
3,056
-47
| -2% | -$7.52K | 0.1% | 67 |
|
|
2020
Q4 | $553K | Buy |
3,103
+310
| +11% | +$55.2K | 0.13% | 63 |
|
|
2020
Q3 | $495K | Sell |
2,793
-683
| -20% | -$121K | 0.11% | 72 |
|
|
2020
Q2 | $582K | Sell |
3,476
-937
| -21% | -$157K | 0.11% | 89 |
|
|
2020
Q1 | $660K | Buy |
4,413
+1,149
| +35% | +$172K | 0.14% | 80 |
|
|
2019
Q4 | $467K | Hold |
3,264
| – | – | 0.09% | 105 |
|
|
2019
Q3 | $453K | Buy |
3,264
+750
| +30% | +$104K | 0.1% | 97 |
|
|
2019
Q2 | $335K | Sell |
2,514
-12,002
| -83% | -$1.6M | 0.07% | 112 |
|
|
2019
Q1 | $1.77M | Hold |
14,516
| – | – | 0.44% | 45 |
|
|
2018
Q4 | $1.76M | Buy |
14,516
+228
| +2% | +$27.6K | 0.5% | 39 |
|
|
2018
Q3 | $1.61M | Buy |
14,288
+10,502
| +277% | +$1.18M | 0.39% | 40 |
|
|
2018
Q2 | $449K | Hold |
3,786
| – | – | 0.11% | 104 |
|
|
2018
Q1 | $476K | Buy |
3,786
+610
| +19% | +$76.7K | 0.13% | 89 |
|
|
2017
Q4 | $392K | Buy |
3,176
+205
| +7% | +$25.3K | 0.11% | 99 |
|
|
2017
Q3 | $362K | Buy |
2,971
+158
| +6% | +$19.3K | 0.11% | 100 |
|
|
2017
Q2 | $327K | Buy |
2,813
+515
| +22% | +$59.9K | 0.1% | 102 |
|
|
2017
Q1 | $273K | Buy |
2,298
+125
| +6% | +$14.9K | 0.09% | 103 |
|
|
2016
Q4 | $238K | Buy |
2,173
+279
| +15% | +$30.6K | 0.09% | 107 |
|
|
2016
Q3 | $238K | Buy |
1,894
+166
| +10% | +$20.9K | 0.1% | 98 |
|
|
2016
Q2 | $218K | Buy |
1,728
+1,267
| +275% | +$160K | 0.09% | 108 |
|
|
2016
Q1 | $54K | Buy |
461
+106
| +30% | +$12.4K | 0.02% | 168 |
|
|
2015
Q4 | $36K | Hold |
355
| – | – | 0.01% | 210 |
|
|
2015
Q3 | $38K | Sell |
355
-17
| -5% | -$1.82K | 0.01% | 196 |
|
|
2015
Q2 | $42K | Sell |
372
-1,870
| -83% | -$211K | 0.01% | 198 |
|
|
2015
Q1 | $255K | Buy |
2,242
+2,070
| +1,203% | +$235K | 0.09% | 90 |
|
|
2014
Q4 | $20K | Sell |
172
-750
| -81% | -$87.2K | 0.01% | 252 |
|
|
2014
Q3 | $107K | Buy |
922
+750
| +436% | +$87K | 0.04% | 127 |
|
|
2014
Q2 | $22K | Sell |
172
-80
| -32% | -$10.2K | 0.01% | 238 |
|
|
2014
Q1 | $31K | Hold |
252
| – | – | 0.01% | 205 |
|
|
2013
Q4 | $29K | Sell |
252
-234
| -48% | -$26.9K | 0.01% | 195 |
|
|
2013
Q3 | $62K | Buy |
486
+131
| +37% | +$16.7K | 0.04% | 131 |
|
|
2013
Q2 | $42K | Buy |
+355
| New | +$42K | 0.03% | 142 |
|