LGWM
Litman Gregory 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 | $622K | Buy |
2,042
+4
| +0.2% | +$1.22K | 0.05% | 83 |
|
|
2025
Q1 | $587K | Sell |
2,038
-21
| -1% | -$6.05K | 0.05% | 82 |
|
|
2024
Q4 | $499K | Sell |
2,059
-4
| -0.2% | -$969 | 0.04% | 85 |
|
|
2024
Q3 | $501K | Hold |
2,063
| – | – | 0.04% | 88 |
|
|
2024
Q2 | $444K | Hold |
2,063
| – | – | 0.04% | 92 |
|
|
2024
Q1 | $424K | Hold |
2,063
| – | – | 0.04% | 92 |
|
|
2023
Q4 | $394K | Hold |
2,063
| – | – | 0.04% | 93 |
|
|
2023
Q3 | $354K | Hold |
2,063
| – | – | 0.04% | 97 |
|
|
2023
Q2 | $368K | Buy |
2,063
+915
| +80% | +$163K | 0.05% | 64 |
|
|
2023
Q1 | $210K | Sell |
1,148
-890
| -44% | -$163K | 0.08% | 38 |
|
|
2022
Q4 | $346K | Sell |
2,038
-22
| -1% | -$3.73K | 0.05% | 65 |
|
|
2022
Q3 | $319K | Hold |
2,060
| – | – | 0.05% | 58 |
|
|
2022
Q2 | $347K | Buy |
+2,060
| New | +$347K | 0.05% | 69 |
|
|
2021
Q2 | – | Sell |
-55
| Closed | -$9K | – | 108 |
|
|
2021
Q1 | $9K | Hold |
55
| – | – | ﹤0.01% | 151 |
|
|
2020
Q4 | $10K | Hold |
55
| – | – | ﹤0.01% | 150 |
|
|
2020
Q3 | $10K | Buy |
+55
| New | +$10K | ﹤0.01% | 147 |
|