HWM
Hohimer 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 | $658K | Buy |
2,157
+100
| +5% | +$30.5K | 0.12% | 141 |
|
|
2025
Q1 | $593K | Buy |
2,057
+54
| +3% | +$15.6K | 0.12% | 142 |
|
|
2024
Q4 | $485K | Buy |
2,003
+815
| +69% | +$197K | 0.09% | 145 |
|
|
2024
Q3 | $289K | Hold |
1,188
| – | – | 0.06% | 173 |
|
|
2024
Q2 | $255K | Hold |
1,188
| – | – | 0.06% | 199 |
|
|
2024
Q1 | $244K | Sell |
1,188
-165
| -12% | -$33.9K | 0.06% | 208 |
|
|
2023
Q4 | $259K | Hold |
1,353
| – | – | 0.07% | 178 |
|
|
2023
Q3 | $232K | Hold |
1,353
| – | – | 0.07% | 176 |
|
|
2023
Q2 | $241K | Hold |
1,353
| – | – | 0.07% | 172 |
|
|
2023
Q1 | $248K | Hold |
1,353
| – | – | 0.07% | 167 |
|
|
2022
Q4 | $230K | Hold |
1,353
| – | – | 0.07% | 148 |
|
|
2022
Q3 | $209K | Buy |
1,353
+11
| +0.8% | +$1.7K | 0.07% | 163 |
|
|
2022
Q2 | $226K | Hold |
1,342
| – | – | 0.07% | 167 |
|
|
2022
Q1 | $242K | Buy |
+1,342
| New | +$242K | 0.05% | 182 |
|
|
2021
Q3 | – | Sell |
-2,165
| Closed | -$359K | – | 193 |
|
|
2021
Q2 | $359K | Hold |
2,165
| – | – | 0.07% | 154 |
|
|
2021
Q1 | $346K | Hold |
2,165
| – | – | 0.08% | 146 |
|
|
2020
Q4 | $386K | Hold |
2,165
| – | – | 0.1% | 146 |
|
|
2020
Q3 | $386K | Hold |
2,165
| – | – | 0.11% | 147 |
|
|
2020
Q2 | $362K | Hold |
2,165
| – | – | 0.12% | 156 |
|
|
2020
Q1 | $350K | Buy |
+2,165
| New | +$350K | 0.15% | 158 |
|