EWM
Executive Wealth Management’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $13.1M | Sell |
54,019
-638
| -1% | -$154K | 1.02% | 24 |
|
|
2024
Q3 | $13.3M | Sell |
54,657
-525
| -1% | -$128K | 1.04% | 23 |
|
|
2024
Q2 | $11.9M | Buy |
55,182
+9
| +0% | +$1.94K | 2.18% | 13 |
|
|
2024
Q1 | $11.5M | Buy |
55,173
+168
| +0.3% | +$34.9K | 1.01% | 22 |
|
|
2023
Q4 | $10.5M | Buy |
55,005
+2,039
| +4% | +$390K | 0.99% | 26 |
|
|
2023
Q3 | $9.08M | Sell |
52,966
-5,075
| -9% | -$870K | 0.94% | 30 |
|
|
2023
Q2 | $10.3M | Sell |
58,041
-880
| -1% | -$157K | 1.07% | 21 |
|
|
2023
Q1 | $10.8M | Buy |
58,921
+1,735
| +3% | +$318K | 1.2% | 19 |
|
|
2022
Q4 | $9.7M | Buy |
57,186
+50,003
| +696% | +$8.48M | 1.19% | 21 |
|
|
2022
Q3 | $7.18K | Sell |
7,183
-37,066
| -84% | -$37.1K | 1% | 23 |
|
|
2022
Q2 | $7.45M | Buy |
44,249
+8,073
| +22% | +$1.36M | 1% | 25 |
|
|
2022
Q1 | $6.54M | Buy |
36,176
+4,338
| +14% | +$784K | 0.71% | 50 |
|
|
2021
Q4 | $5.44M | Buy |
31,838
+2,544
| +9% | +$435K | 0.54% | 61 |
|
|
2021
Q3 | $4.81M | Sell |
29,294
-22
| -0.1% | -$3.61K | 0.53% | 64 |
|
|
2021
Q2 | $4.86M | Buy |
29,316
+2,493
| +9% | +$413K | 0.53% | 63 |
|
|
2021
Q1 | $4.29M | Buy |
26,823
+934
| +4% | +$149K | 0.5% | 64 |
|
|
2020
Q4 | $4.62M | Buy |
25,889
+10,680
| +70% | +$1.9M | 0.57% | 52 |
|
|
2020
Q3 | $2.69M | Buy |
15,209
+2,855
| +23% | +$506K | 0.37% | 61 |
|
|
2020
Q2 | $2.07M | Buy |
12,354
+8,113
| +191% | +$1.36M | 0.31% | 58 |
|
|
2020
Q1 | $627K | Buy |
4,241
+153
| +4% | +$22.6K | 0.11% | 93 |
|
|
2019
Q4 | $584K | Sell |
4,088
-30
| -0.7% | -$4.29K | 0.08% | 111 |
|
|
2019
Q3 | $571K | Buy |
4,118
+302
| +8% | +$41.9K | 0.09% | 97 |
|
|
2019
Q2 | $508K | Sell |
3,816
-190
| -5% | -$25.3K | 0.07% | 125 |
|
|
2019
Q1 | $489K | Sell |
4,006
-516
| -11% | -$63K | 0.09% | 112 |
|
|
2018
Q4 | $548K | Buy |
+4,522
| New | +$548K | 0.1% | 102 |
|