IWM
IHT 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 | $14.7M | Sell |
48,242
-3,494
| -7% | -$1.07M | 0.4% | 54 |
|
|
2025
Q1 | $14.9M | Sell |
51,736
-4,640
| -8% | -$1.34M | 0.47% | 45 |
|
|
2024
Q4 | $13.7M | Sell |
56,376
-14,465
| -20% | -$3.5M | 0.44% | 49 |
|
|
2024
Q3 | $17.3M | Buy |
70,841
+17,219
| +32% | +$4.2M | 0.49% | 35 |
|
|
2024
Q2 | $11.5M | Buy |
53,622
+70
| +0.1% | +$15.1K | 0.43% | 42 |
|
|
2024
Q1 | $11M | Buy |
53,552
+2,115
| +4% | +$435K | 0.44% | 40 |
|
|
2023
Q4 | $9.83M | Buy |
51,437
+128
| +0.2% | +$24.5K | 0.44% | 37 |
|
|
2023
Q3 | $8.8M | Buy |
51,309
+2,494
| +5% | +$428K | 0.45% | 38 |
|
|
2023
Q2 | $8.7M | Buy |
48,815
+12,190
| +33% | +$2.17M | 0.45% | 41 |
|
|
2023
Q1 | $6.71M | Buy |
36,625
+1,268
| +4% | +$232K | 0.38% | 52 |
|
|
2022
Q4 | $6M | Sell |
35,357
-4,143
| -10% | -$703K | 0.38% | 57 |
|
|
2022
Q3 | $6.11M | Buy |
39,500
+3,467
| +10% | +$536K | 0.46% | 37 |
|
|
2022
Q2 | $6.07M | Buy |
36,033
+1,613
| +5% | +$272K | 0.54% | 33 |
|
|
2022
Q1 | $6.22M | Buy |
34,420
+5,952
| +21% | +$1.08M | 0.47% | 37 |
|
|
2021
Q4 | $4.87M | Buy |
28,468
+501
| +2% | +$85.7K | 0.36% | 56 |
|
|
2021
Q3 | $4.59M | Sell |
27,967
-5,108
| -15% | -$839K | 0.37% | 54 |
|
|
2021
Q2 | $5.48M | Buy |
33,075
+877
| +3% | +$145K | 0.35% | 54 |
|
|
2021
Q1 | $5.15M | Sell |
32,198
-9,029
| -22% | -$1.44M | 0.37% | 54 |
|
|
2020
Q4 | $7.35M | Buy |
41,227
+4,916
| +14% | +$877K | 0.61% | 25 |
|
|
2020
Q3 | $6.43M | Buy |
36,311
+18,331
| +102% | +$3.25M | 0.65% | 21 |
|
|
2020
Q2 | $3.01M | Sell |
17,980
-23,345
| -56% | -$3.91M | 0.41% | 51 |
|
|
2020
Q1 | $6.12M | Buy |
41,325
+23,541
| +132% | +$3.49M | 0.88% | 16 |
|
|
2019
Q4 | $2.54M | Buy |
17,784
+2,937
| +20% | +$420K | 0.3% | 76 |
|
|
2019
Q3 | $2.06M | Buy |
14,847
+5,730
| +63% | +$796K | 0.28% | 84 |
|
|
2019
Q2 | $1.22M | Buy |
9,117
+866
| +10% | +$115K | 0.18% | 130 |
|
|
2019
Q1 | $1.01M | Buy |
8,251
+712
| +9% | +$86.9K | 0.17% | 147 |
|
|
2018
Q4 | $914K | Buy |
7,539
+5,251
| +230% | +$637K | 0.18% | 141 |
|
|
2018
Q3 | $258K | Buy |
2,288
+536
| +31% | +$60.4K | 0.06% | 352 |
|
|
2018
Q2 | $208K | Buy |
1,752
+388
| +28% | +$46.1K | 0.05% | 378 |
|
|
2018
Q1 | $174K | Sell |
1,364
-202
| -13% | -$25.8K | 0.05% | 374 |
|
|
2017
Q4 | $196K | Hold |
1,566
| – | – | 0.05% | 348 |
|
|
2017
Q3 | $191K | Buy |
1,566
+278
| +22% | +$33.9K | 0.08% | 254 |
|
|
2017
Q2 | $1 | Buy |
1,288
+609
| +90% | – | ﹤0.01% | 1308 |
|
|
2017
Q1 | $81K | Buy |
679
+230
| +51% | +$27.4K | 0.05% | 316 |
|
|
2016
Q4 | $50K | Buy |
+449
| New | +$50K | 0.04% | 391 |
|