IWC
Integrated Wealth Counsel’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $2.23M | Sell |
20,305
-500
| -2% | -$54.8K | 4.78% | 6 |
|
|
2016
Q3 | $2.61M | Sell |
20,805
-565
| -3% | -$71K | 5.5% | 6 |
|
|
2016
Q2 | $2.7M | Sell |
21,370
-225
| -1% | -$28.5K | 6.22% | 6 |
|
|
2016
Q1 | $2.54M | Sell |
21,595
-9,520
| -31% | -$1.12M | 5.78% | 6 |
|
|
2015
Q4 | $3.16M | Sell |
31,115
-8,868
| -22% | -$900K | 5.04% | 7 |
|
|
2015
Q3 | $4.27M | Sell |
39,983
-4,150
| -9% | -$444K | 7.16% | 5 |
|
|
2015
Q2 | $4.96M | Sell |
44,133
-7,145
| -14% | -$803K | 6.88% | 5 |
|
|
2015
Q1 | $5.83M | Sell |
51,278
-2,852
| -5% | -$324K | 7.36% | 5 |
|
|
2014
Q4 | $6.15M | Sell |
54,130
-7,645
| -12% | -$868K | 7.4% | 4 |
|
|
2014
Q3 | $7.18M | Sell |
61,775
-3,845
| -6% | -$447K | 7.37% | 4 |
|
|
2014
Q2 | $8.4M | Buy |
65,620
+6,005
| +10% | +$769K | 6.61% | 5 |
|
|
2014
Q1 | $7.37M | Sell |
59,615
-210
| -0.4% | -$26K | 5.81% | 4 |
|
|
2013
Q4 | $6.95M | Sell |
59,825
-750
| -1% | -$87.1K | 5.1% | 3 |
|
|
2013
Q3 | $7.76M | Sell |
60,575
-2,400
| -4% | -$308K | 5.66% | 3 |
|
|
2013
Q2 | $7.5M | Buy |
+62,975
| New | +$7.5M | 5.39% | 3 |
|