KMWM
Keudell/Morrison 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 | $661K | Sell |
2,170
-108
| -5% | -$32.9K | 0.15% | 95 |
|
|
2025
Q1 | $656K | Hold |
2,278
| – | – | 0.15% | 90 |
|
|
2024
Q4 | $552K | Buy |
2,278
+58
| +3% | +$14K | 0.14% | 101 |
|
|
2024
Q3 | $540K | Hold |
2,220
| – | – | 0.15% | 110 |
|
|
2024
Q2 | $477K | Buy |
2,220
+50
| +2% | +$10.8K | 0.14% | 116 |
|
|
2024
Q1 | $446K | Hold |
2,170
| – | – | 0.14% | 123 |
|
|
2023
Q4 | $415K | Hold |
2,170
| – | – | 0.14% | 119 |
|
|
2023
Q3 | $372K | Hold |
2,170
| – | – | 0.11% | 119 |
|
|
2023
Q2 | $387K | Buy |
2,170
+130
| +6% | +$23.2K | 0.11% | 117 |
|
|
2023
Q1 | $374K | Hold |
2,040
| – | – | 0.11% | 120 |
|
|
2022
Q4 | $346K | Hold |
2,040
| – | – | 0.11% | 124 |
|
|
2022
Q3 | $316K | Sell |
2,040
-300
| -13% | -$46.5K | 0.12% | 125 |
|
|
2022
Q2 | $394K | Buy |
2,340
+140
| +6% | +$23.6K | 0.14% | 110 |
|
|
2022
Q1 | $397K | Buy |
2,200
+160
| +8% | +$28.9K | 0.17% | 120 |
|
|
2021
Q4 | $349K | Buy |
2,040
+10
| +0.5% | +$1.71K | 0.14% | 128 |
|
|
2021
Q3 | $333K | Hold |
2,030
| – | – | 0.14% | 126 |
|
|
2021
Q2 | $336K | Buy |
+2,030
| New | +$336K | 0.18% | 128 |
|