LWM
Lodestone 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 | $1.01M | Sell |
3,300
-36
| -1% | -$11K | 0.49% | 61 |
|
|
2025
Q1 | $961K | Buy |
3,336
+41
| +1% | +$11.8K | 0.51% | 60 |
|
|
2024
Q4 | $798K | Sell |
3,295
-100
| -3% | -$24.2K | 0.4% | 69 |
|
|
2024
Q3 | $825K | Hold |
3,395
| – | – | 0.41% | 66 |
|
|
2024
Q2 | $730K | Sell |
3,395
-48
| -1% | -$10.3K | 0.38% | 68 |
|
|
2024
Q1 | $708K | Sell |
3,443
-37
| -1% | -$7.61K | 0.37% | 68 |
|
|
2023
Q4 | $665K | Sell |
3,480
-6
| -0.2% | -$1.15K | 0.39% | 67 |
|
|
2023
Q3 | $598K | Buy |
3,486
+2
| +0.1% | +$343 | 0.42% | 63 |
|
|
2023
Q2 | $621K | Buy |
3,484
+36
| +1% | +$6.42K | 0.43% | 63 |
|
|
2023
Q1 | $632K | Buy |
3,448
+121
| +4% | +$22.2K | 0.49% | 59 |
|
|
2022
Q4 | $597K | Buy |
+3,327
| New | +$597K | 0.48% | 58 |
|