KWM
Kingsview 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 | $15.1M | Buy |
49,466
+516
| +1% | +$157K | 0.26% | 69 |
|
|
2025
Q1 | $14.1M | Buy |
48,950
+10,112
| +26% | +$2.91M | 0.27% | 66 |
|
|
2024
Q4 | $9.4M | Buy |
38,838
+400
| +1% | +$96.9K | 0.18% | 109 |
|
|
2024
Q3 | $9.34M | Sell |
38,438
-1,020
| -3% | -$248K | 0.2% | 97 |
|
|
2024
Q2 | $8.48M | Buy |
39,458
+796
| +2% | +$171K | 0.2% | 103 |
|
|
2024
Q1 | $7.95M | Buy |
38,662
+411
| +1% | +$84.6K | 0.2% | 122 |
|
|
2023
Q4 | $7.31M | Sell |
38,251
-2,378
| -6% | -$455K | 0.22% | 116 |
|
|
2023
Q3 | $6.97M | Buy |
40,629
+3,654
| +10% | +$626K | 0.25% | 92 |
|
|
2023
Q2 | $6.59M | Buy |
36,975
+2,151
| +6% | +$383K | 0.26% | 91 |
|
|
2023
Q1 | $6.38M | Sell |
34,824
-2,855
| -8% | -$523K | 0.27% | 85 |
|
|
2022
Q4 | $6.39M | Sell |
37,679
-6,577
| -15% | -$1.12M | 0.28% | 90 |
|
|
2022
Q3 | $6.85M | Sell |
44,256
-5,655
| -11% | -$875K | 0.32% | 71 |
|
|
2022
Q2 | $8.41M | Buy |
49,911
+36
| +0.1% | +$6.07K | 0.4% | 55 |
|
|
2022
Q1 | $9.01M | Sell |
49,875
-62
| -0.1% | -$11.2K | 0.4% | 53 |
|
|
2021
Q4 | $8.54M | Buy |
49,937
+3,549
| +8% | +$607K | 0.36% | 59 |
|
|
2021
Q3 | $7.62M | Buy |
46,388
+1,235
| +3% | +$203K | 0.36% | 56 |
|
|
2021
Q2 | $7.5M | Sell |
45,153
-13,782
| -23% | -$2.29M | 0.37% | 53 |
|
|
2021
Q1 | $9.55M | Sell |
58,935
-25,607
| -30% | -$4.15M | 0.54% | 32 |
|
|
2020
Q4 | $15.1M | Buy |
84,542
+16,234
| +24% | +$2.9M | 1.09% | 10 |
|
|
2020
Q3 | $12.1M | Buy |
68,308
+14,774
| +28% | +$2.62M | 1.08% | 11 |
|
|
2020
Q2 | $8.96M | Sell |
53,534
-6,915
| -11% | -$1.16M | 0.9% | 14 |
|
|
2020
Q1 | $8.95M | Buy |
60,449
+4,960
| +9% | +$734K | 1.21% | 10 |
|
|
2019
Q4 | $7.93M | Buy |
55,489
+17,684
| +47% | +$2.53M | 0.99% | 13 |
|
|
2019
Q3 | $5.25M | Buy |
37,805
+10,524
| +39% | +$1.46M | 0.82% | 22 |
|
|
2019
Q2 | $3.63M | Sell |
27,281
-4,896
| -15% | -$652K | 0.61% | 44 |
|
|
2019
Q1 | $3.93M | Buy |
32,177
+9,661
| +43% | +$1.18M | 0.6% | 38 |
|
|
2018
Q4 | $2.73M | Buy |
22,516
+18,177
| +419% | +$2.2M | 0.6% | 48 |
|
|
2018
Q3 | $489K | Sell |
4,339
-9,538
| -69% | -$1.07M | 0.1% | 230 |
|
|
2018
Q2 | $1.65M | Buy |
13,877
+5,416
| +64% | +$643K | 0.39% | 78 |
|
|
2018
Q1 | $1.06M | Buy |
8,461
+2,527
| +43% | +$318K | 0.26% | 113 |
|
|
2017
Q4 | $734K | Sell |
5,934
-11,078
| -65% | -$1.37M | 0.26% | 117 |
|
|
2017
Q3 | $2.07M | Buy |
17,012
+4,265
| +33% | +$518K | 0.91% | 22 |
|
|
2017
Q2 | $1.5M | Buy |
12,747
+10,662
| +511% | +$1.26M | 0.77% | 32 |
|
|
2017
Q1 | $248K | Buy |
+2,085
| New | +$248K | 0.15% | 197 |
|