GWMR
GC Wealth Management RIA’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.77M | Buy |
12,365
+7,376
| +148% | +$2.25M | 0.31% | 66 |
|
|
2025
Q1 | $1.44M | Buy |
4,989
+2,949
| +145% | +$850K | 0.26% | 87 |
|
|
2024
Q4 | $494K | Sell |
2,040
-17
| -0.8% | -$4.12K | 0.09% | 174 |
|
|
2024
Q3 | $500K | Hold |
2,057
| – | – | 0.09% | 192 |
|
|
2024
Q2 | $442K | Hold |
2,057
| – | – | 0.09% | 186 |
|
|
2024
Q1 | $423K | Sell |
2,057
-5,950
| -74% | -$1.22M | 0.08% | 184 |
|
|
2023
Q4 | $1.53M | Buy |
+8,007
| New | +$1.53M | 0.69% | 34 |
|