GM
GeoWealth Management’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.86M | Buy |
12,665
+11,131
| +726% | +$3.39M | 0.15% | 82 |
|
|
2025
Q1 | $442K | Sell |
1,534
-10,725
| -87% | -$3.09M | 0.02% | 450 |
|
|
2024
Q4 | $2.97M | Sell |
12,259
-734
| -6% | -$178K | 0.1% | 140 |
|
|
2024
Q3 | $3.16M | Buy |
12,993
+10,290
| +381% | +$2.5M | 0.11% | 138 |
|
|
2024
Q2 | $581K | Sell |
2,703
-10,714
| -80% | -$2.3M | 0.03% | 393 |
|
|
2024
Q1 | $2.76M | Buy |
13,417
+367
| +3% | +$75.5K | 0.11% | 142 |
|
|
2023
Q4 | $2.5M | Buy |
13,050
+5,210
| +66% | +$996K | 0.21% | 102 |
|
|
2023
Q3 | $1.34M | Buy |
7,840
+536
| +7% | +$91.8K | 0.15% | 120 |
|
|
2023
Q2 | $1.3M | Buy |
7,304
+3,190
| +78% | +$569K | 0.14% | 108 |
|
|
2023
Q1 | $754K | Buy |
4,114
+4,089
| +16,356% | +$749K | 0.09% | 112 |
|
|
2022
Q4 | $4K | Buy |
+25
| New | +$4K | ﹤0.01% | 346 |
|
|
2022
Q3 | – | Sell |
-4,585
| Closed | -$770K | – | 359 |
|
|
2022
Q2 | $770K | Sell |
4,585
-14,913
| -76% | -$2.5M | 0.1% | 122 |
|
|
2022
Q1 | $3.52M | Buy |
19,498
+18,121
| +1,316% | +$3.27M | 0.31% | 79 |
|
|
2021
Q4 | $238K | Buy |
1,377
+1,296
| +1,600% | +$224K | 0.02% | 257 |
|
|
2021
Q3 | $13K | Sell |
81
-3,792
| -98% | -$609K | ﹤0.01% | 384 |
|
|
2021
Q2 | $638K | Sell |
3,873
-10
| -0.3% | -$1.65K | 0.08% | 130 |
|
|
2021
Q1 | $621K | Sell |
3,883
-17,107
| -82% | -$2.74M | 0.1% | 109 |
|
|
2020
Q4 | $3.74M | Sell |
20,990
-4,451
| -17% | -$793K | 0.6% | 46 |
|
|
2020
Q3 | $4.51M | Buy |
25,441
+1,831
| +8% | +$325K | 1.36% | 21 |
|
|
2020
Q2 | $3.95M | Buy |
+23,610
| New | +$3.95M | 1.63% | 17 |
|
|
2020
Q1 | – | Sell |
-13,482
| Closed | -$1.93M | – | 98 |
|
|
2019
Q4 | $1.93M | Buy |
13,482
+7,325
| +119% | +$1.05M | 1.04% | 36 |
|
|
2019
Q3 | $855K | Buy |
+6,157
| New | +$855K | 0.19% | 72 |
|