EWM
Evermay 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 | $160K | Hold |
526
| – | – | 0.02% | 216 |
|
|
2025
Q1 | $152K | Sell |
526
-233
| -31% | -$67.1K | 0.02% | 217 |
|
|
2024
Q4 | $184K | Buy |
759
+100
| +15% | +$24.2K | 0.03% | 202 |
|
|
2024
Q3 | $160K | Hold |
659
| – | – | 0.03% | 218 |
|
|
2024
Q2 | $142K | Hold |
659
| – | – | 0.02% | 228 |
|
|
2024
Q1 | $136K | Buy |
659
+266
| +68% | +$54.7K | 0.02% | 240 |
|
|
2023
Q4 | $75.1K | Sell |
393
-13
| -3% | -$2.49K | 0.01% | 284 |
|
|
2023
Q3 | $69.6K | Buy |
406
+115
| +40% | +$19.7K | 0.01% | 268 |
|
|
2023
Q2 | $51.9K | Sell |
291
-10
| -3% | -$1.78K | 0.01% | 307 |
|
|
2023
Q1 | $55.2K | Sell |
301
-115
| -28% | -$21.1K | 0.01% | 293 |
|
|
2022
Q4 | $70.6K | Hold |
416
| – | – | 0.01% | 262 |
|
|
2022
Q3 | $64K | Buy |
416
+13
| +3% | +$2K | 0.01% | 262 |
|
|
2022
Q2 | $68K | Sell |
403
-280
| -41% | -$47.2K | 0.01% | 252 |
|
|
2022
Q1 | $123K | Sell |
683
-30
| -4% | -$5.4K | 0.02% | 233 |
|
|
2021
Q4 | $122K | Buy |
713
+100
| +16% | +$17.1K | 0.02% | 213 |
|
|
2021
Q3 | $101K | Hold |
613
| – | – | 0.02% | 214 |
|
|
2021
Q2 | $102K | Buy |
+613
| New | +$102K | 0.02% | 221 |
|