FWM
FSA 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 | $286K | Hold |
938
| – | – | 0.11% | 40 |
|
2025
Q1 | $270K | Hold |
938
| – | – | 0.11% | 44 |
|
2024
Q4 | $227K | Hold |
938
| – | – | 0.09% | 47 |
|
2024
Q3 | $228K | Buy |
+938
| New | +$228K | 0.09% | 52 |
|
2024
Q1 | $151K | Hold |
736
| – | – | 0.07% | 62 |
|
2023
Q4 | $141K | Buy |
+736
| New | +$141K | 0.07% | 64 |
|
2021
Q1 | – | Sell |
-461
| Closed | -$82K | – | 125 |
|
2020
Q4 | $82K | Buy |
+461
| New | +$82K | 0.04% | 96 |
|
2020
Q3 | – | Sell |
-461
| Closed | -$77K | – | 170 |
|
2020
Q2 | $77K | Hold |
461
| – | – | 0.05% | 92 |
|
2020
Q1 | $68K | Buy |
461
+35
| +8% | +$5.16K | 0.06% | 91 |
|
2019
Q4 | $61K | Buy |
+426
| New | +$61K | 0.04% | 112 |
|