KJWM
Kiley Juergens 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 | $5.08M | Buy |
16,664
+208
| +1% | +$63.4K | 1.17% | 19 |
|
|
2025
Q1 | $4.74M | Sell |
16,456
-241
| -1% | -$69.4K | 1.26% | 17 |
|
|
2024
Q4 | $4.04M | Buy |
16,697
+255
| +2% | +$61.7K | 1.01% | 20 |
|
|
2024
Q3 | $4M | Sell |
16,442
-25
| -0.2% | -$6.08K | 1.04% | 20 |
|
|
2024
Q2 | $3.54M | Sell |
16,467
-110
| -0.7% | -$23.7K | 0.98% | 21 |
|
|
2024
Q1 | $3.41M | Buy |
16,577
+561
| +4% | +$115K | 1.05% | 22 |
|
|
2023
Q4 | $3.06M | Sell |
16,016
-577
| -3% | -$110K | 1.02% | 25 |
|
|
2023
Q3 | $2.84M | Sell |
16,593
-600
| -3% | -$103K | 1.03% | 25 |
|
|
2023
Q2 | $3.06M | Sell |
17,193
-1,263
| -7% | -$225K | 1.06% | 24 |
|
|
2023
Q1 | $3.38M | Buy |
18,456
+1,050
| +6% | +$192K | 1.27% | 19 |
|
|
2022
Q4 | $2.95M | Sell |
17,406
-334
| -2% | -$56.7K | 1.24% | 20 |
|
|
2022
Q3 | $2.74M | Buy |
17,740
+2,184
| +14% | +$338K | 1.29% | 17 |
|
|
2022
Q2 | $2.62M | Sell |
15,556
-12,696
| -45% | -$2.14M | 1.24% | 19 |
|
|
2022
Q1 | $5.1M | Buy |
28,252
+11,971
| +74% | +$2.16M | 2.46% | 10 |
|
|
2021
Q4 | $2.78M | Sell |
16,281
-17
| -0.1% | -$2.91K | 1.06% | 21 |
|
|
2021
Q3 | $2.68M | Buy |
16,298
+935
| +6% | +$154K | 1.17% | 20 |
|
|
2021
Q2 | $2.54M | Buy |
15,363
+1,213
| +9% | +$201K | 1.17% | 20 |
|
|
2021
Q1 | $2.26M | Buy |
14,150
+1,485
| +12% | +$237K | 1.18% | 20 |
|
|
2020
Q4 | $2.26M | Buy |
12,665
+90
| +0.7% | +$16K | 1.34% | 17 |
|
|
2020
Q3 | $2.23M | Sell |
12,575
-452
| -3% | -$80K | 1.63% | 13 |
|
|
2020
Q2 | $2.18M | Buy |
13,027
+150
| +1% | +$25.1K | 1.82% | 12 |
|
|
2020
Q1 | $1.91M | Buy |
12,877
+750
| +6% | +$111K | 1.97% | 11 |
|
|
2019
Q4 | $1.73M | Buy |
12,127
+100
| +0.8% | +$14.3K | 1.52% | 18 |
|
|
2019
Q3 | $1.67M | Buy |
12,027
+1,750
| +17% | +$243K | 1.83% | 15 |
|
|
2019
Q2 | $1.37M | Buy |
10,277
+229
| +2% | +$30.5K | 1.54% | 17 |
|
|
2019
Q1 | $1.23M | Hold |
10,048
| – | – | 1.53% | 18 |
|
|
2018
Q4 | $1.22M | Buy |
10,048
+300
| +3% | +$36.4K | 1.71% | 15 |
|
|
2018
Q3 | $1.1M | Buy |
9,748
+125
| +1% | +$14.1K | 0.82% | 23 |
|
|
2018
Q2 | $1.14M | Hold |
9,623
| – | – | 1.02% | 19 |
|
|
2018
Q1 | $1.21M | Buy |
9,623
+350
| +4% | +$44K | 1.31% | 17 |
|
|
2017
Q4 | $1.15M | Buy |
+9,273
| New | +$1.15M | 1.03% | 22 |
|