HWM
Horizon 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 | $14.1M | Sell |
46,157
-36,483
| -44% | -$11.1M | 2.47% | 12 |
|
|
2025
Q1 | $23.8M | Buy |
82,640
+31,514
| +62% | +$9.08M | 4.01% | 9 |
|
|
2024
Q4 | $12.4M | Buy |
+51,126
| New | +$12.4M | 2.15% | 15 |
|
|
2022
Q4 | – | Sell |
-1,545
| Closed | -$239K | – | 71 |
|
|
2022
Q3 | $239K | Sell |
1,545
-62,723
| -98% | -$9.7M | 0.18% | 53 |
|
|
2022
Q2 | $10.8M | Buy |
64,268
+4,524
| +8% | +$762K | 4.49% | 7 |
|
|
2022
Q1 | $10.8M | Buy |
+59,744
| New | +$10.8M | 3.35% | 10 |
|