LW
Linscomb Wealth’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $574K | Buy |
1,884
+414
| +28% | +$126K | 0.03% | 219 |
|
|
2025
Q1 | $424K | Buy |
1,470
+57
| +4% | +$16.4K | 0.02% | 236 |
|
|
2024
Q4 | $342K | Buy |
1,413
+81
| +6% | +$19.6K | 0.02% | 246 |
|
|
2024
Q3 | $324K | Hold |
1,332
| – | – | 0.02% | 245 |
|
|
2024
Q2 | $286K | Hold |
1,332
| – | – | 0.01% | 246 |
|
|
2024
Q1 | $274K | Buy |
1,332
+3
| +0.2% | +$617 | 0.01% | 254 |
|
|
2023
Q4 | $254K | Buy |
1,329
+8
| +0.6% | +$1.53K | 0.01% | 257 |
|
|
2023
Q3 | $226K | Sell |
1,321
-1,763
| -57% | -$302K | 0.01% | 255 |
|
|
2023
Q2 | $550K | Sell |
3,084
-327
| -10% | -$58.3K | 0.03% | 204 |
|
|
2023
Q1 | $625K | Sell |
3,411
-1,034
| -23% | -$189K | 0.03% | 197 |
|
|
2022
Q4 | $754K | Buy |
4,445
+1,014
| +30% | +$172K | 0.04% | 195 |
|
|
2022
Q3 | $531K | Sell |
3,431
-72
| -2% | -$11.1K | 0.03% | 194 |
|
|
2022
Q2 | $590K | Sell |
3,503
-533
| -13% | -$89.8K | 0.03% | 188 |
|
|
2022
Q1 | $729K | Buy |
4,036
+14
| +0.3% | +$2.53K | 0.03% | 203 |
|
|
2021
Q4 | $688K | Sell |
4,022
-1,789
| -31% | -$306K | 0.03% | 203 |
|
|
2021
Q3 | $954K | Buy |
5,811
+227
| +4% | +$37.3K | 0.05% | 172 |
|
|
2021
Q2 | $925K | Sell |
5,584
-836
| -13% | -$138K | 0.05% | 173 |
|
|
2021
Q1 | $1.03M | Buy |
6,420
+1,552
| +32% | +$248K | 0.06% | 160 |
|
|
2020
Q4 | $868K | Buy |
4,868
+216
| +5% | +$38.5K | 0.05% | 168 |
|
|
2020
Q3 | $824K | Buy |
4,652
+1,202
| +35% | +$213K | 0.06% | 159 |
|
|
2020
Q2 | $577K | Sell |
3,450
-215
| -6% | -$36K | 0.04% | 179 |
|
|
2020
Q1 | $543K | Buy |
3,665
+960
| +35% | +$142K | 0.05% | 233 |
|
|
2019
Q4 | $387K | Buy |
+2,705
| New | +$387K | 0.03% | 340 |
|
|
2019
Q1 | – | Sell |
-1,687
| Closed | -$205K | – | 267 |
|
|
2018
Q4 | $205K | Buy |
+1,687
| New | +$205K | 0.02% | 252 |
|
|
2018
Q3 | – | Sell |
-2,187
| Closed | -$259K | – | 290 |
|
|
2018
Q2 | $259K | Buy |
+2,187
| New | +$259K | 0.02% | 238 |
|
|
2014
Q2 | – | Sell |
-1,868
| Closed | -$231K | – | 279 |
|
|
2014
Q1 | $231K | Buy |
+1,868
| New | +$231K | 0.03% | 246 |
|
|
2013
Q4 | – | Sell |
-2,599
| Closed | -$333K | – | 241 |
|
|
2013
Q3 | $333K | Sell |
2,599
-175
| -6% | -$22.4K | 0.04% | 174 |
|
|
2013
Q2 | $330K | Buy |
+2,774
| New | +$330K | 0.05% | 170 |
|