EWM
EPG 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 | $2.63M | Sell |
8,629
-1,342
| -13% | -$409K | 0.79% | 29 |
|
|
2025
Q1 | $2.87M | Buy |
9,971
+343
| +4% | +$98.8K | 0.8% | 25 |
|
|
2024
Q4 | $2.33M | Sell |
9,628
-726
| -7% | -$176K | 0.61% | 35 |
|
|
2024
Q3 | $2.52M | Buy |
+10,354
| New | +$2.52M | 0.63% | 32 |
|
|
2024
Q2 | – | Sell |
-9,434
| Closed | -$1.94M | – | 47 |
|
|
2024
Q1 | $1.94M | Buy |
9,434
+403
| +4% | +$82.9K | 0.48% | 52 |
|
|
2023
Q4 | $1.67M | Sell |
9,031
-100
| -1% | -$18.5K | 0.44% | 58 |
|
|
2023
Q3 | $1.57M | Sell |
9,131
-80
| -0.9% | -$13.7K | 0.47% | 51 |
|
|
2023
Q2 | $1.64M | Sell |
9,211
-376
| -4% | -$67K | 0.49% | 47 |
|
|
2023
Q1 | $1.76M | Buy |
9,587
+450
| +5% | +$82.4K | 0.55% | 40 |
|
|
2022
Q4 | $1.55M | Buy |
9,137
+6,500
| +246% | +$1.1M | 0.59% | 33 |
|
|
2022
Q3 | $408K | Sell |
2,637
-6,500
| -71% | -$1.01M | 0.17% | 120 |
|
|
2022
Q2 | $1.54M | Sell |
9,137
-600
| -6% | -$101K | 0.66% | 33 |
|
|
2022
Q1 | $1.76M | Buy |
9,737
+799
| +9% | +$144K | 0.61% | 38 |
|
|
2021
Q4 | $1.53M | Buy |
8,938
+1,114
| +14% | +$190K | 0.54% | 39 |
|
|
2021
Q3 | $1.29M | Buy |
7,824
+675
| +9% | +$111K | 0.52% | 44 |
|
|
2021
Q2 | $1.18M | Sell |
7,149
-225
| -3% | -$37.3K | 0.5% | 44 |
|
|
2021
Q1 | $1.18M | Sell |
7,374
-4,450
| -38% | -$712K | 0.57% | 38 |
|
|
2020
Q4 | $2.11M | Buy |
11,824
+300
| +3% | +$53.5K | 1.27% | 18 |
|
|
2020
Q3 | $2.04M | Buy |
11,524
+420
| +4% | +$74.4K | 1.51% | 14 |
|
|
2020
Q2 | $1.86M | Sell |
11,104
-162
| -1% | -$27.1K | 1.32% | 17 |
|
|
2020
Q1 | $1.67M | Sell |
11,266
-2,503
| -18% | -$371K | 1.23% | 15 |
|
|
2019
Q4 | $1.97M | Buy |
+13,769
| New | +$1.97M | 1.44% | 17 |
|