IFWM
Institute for 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 | $1.11M | Buy |
3,631
+236
| +7% | +$71.9K | 0.12% | 174 |
|
|
2025
Q1 | $978K | Buy |
3,395
+1,484
| +78% | +$428K | 0.13% | 185 |
|
|
2024
Q4 | $463K | Buy |
1,911
+56
| +3% | +$13.6K | 0.06% | 301 |
|
|
2024
Q3 | $451K | Buy |
1,855
+1
| +0.1% | +$243 | 0.06% | 320 |
|
|
2024
Q2 | $399K | Buy |
1,854
+27
| +1% | +$5.81K | 0.05% | 329 |
|
|
2024
Q1 | $376K | Sell |
1,827
-33
| -2% | -$6.79K | 0.05% | 335 |
|
|
2023
Q4 | $356K | Buy |
1,860
+1
| +0.1% | +$191 | 0.06% | 334 |
|
|
2023
Q3 | $319K | Buy |
1,859
+3
| +0.2% | +$514 | 0.06% | 330 |
|
|
2023
Q2 | $331K | Buy |
1,856
+105
| +6% | +$18.7K | 0.06% | 335 |
|
|
2023
Q1 | $321K | Sell |
1,751
-264
| -13% | -$48.4K | 0.06% | 328 |
|
|
2022
Q4 | $342K | Sell |
2,015
-266
| -12% | -$45.1K | 0.07% | 322 |
|
|
2022
Q3 | $353K | Buy |
2,281
+25
| +1% | +$3.87K | 0.08% | 307 |
|
|
2022
Q2 | $380K | Buy |
2,256
+300
| +15% | +$50.5K | 0.07% | 334 |
|
|
2022
Q1 | $353K | Buy |
1,956
+212
| +12% | +$38.3K | 0.06% | 371 |
|
|
2021
Q4 | $298K | Sell |
1,744
-222
| -11% | -$37.9K | 0.05% | 380 |
|
|
2021
Q3 | $323K | Sell |
1,966
-135
| -6% | -$22.2K | 0.06% | 349 |
|
|
2021
Q2 | $348K | Buy |
2,101
+165
| +9% | +$27.3K | 0.06% | 337 |
|
|
2021
Q1 | $310K | Sell |
1,936
-139
| -7% | -$22.3K | 0.06% | 352 |
|
|
2020
Q4 | $370K | Sell |
2,075
-660
| -24% | -$118K | 0.07% | 309 |
|
|
2020
Q3 | $484K | Buy |
2,735
+364
| +15% | +$64.4K | 0.11% | 228 |
|
|
2020
Q2 | $397K | Buy |
2,371
+407
| +21% | +$68.1K | 0.1% | 278 |
|
|
2020
Q1 | $291K | Buy |
1,964
+35
| +2% | +$5.19K | 0.09% | 279 |
|
|
2019
Q4 | $276K | Buy |
1,929
+210
| +12% | +$30K | 0.06% | 364 |
|
|
2019
Q3 | $239K | Buy |
+1,719
| New | +$239K | 0.06% | 366 |
|
|
2018
Q1 | – | Sell |
-1,772
| Closed | -$220K | – | 307 |
|
|
2017
Q4 | $220K | Buy |
+1,772
| New | +$220K | 0.05% | 344 |
|
|
2014
Q2 | – | Sell |
-1,426
| Closed | -$176K | – | 66 |
|
|
2014
Q1 | $176K | Buy |
+1,426
| New | +$176K | 0.15% | 43 |
|