MGWM
Marks Group 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 | $428K | Sell |
1,404
-130
| -8% | -$39.6K | 0.04% | 238 |
|
|
2025
Q1 | $442K | Buy |
1,534
+130
| +9% | +$37.5K | 0.04% | 249 |
|
|
2024
Q4 | $340K | Buy |
1,404
+147
| +12% | +$35.6K | 0.03% | 247 |
|
|
2024
Q3 | $306K | Hold |
1,257
| – | – | 0.03% | 256 |
|
|
2024
Q2 | $270K | Hold |
1,257
| – | – | 0.03% | 266 |
|
|
2024
Q1 | $259K | Hold |
1,257
| – | – | 0.03% | 276 |
|
|
2023
Q4 | $240K | Sell |
1,257
-262
| -17% | -$50.1K | 0.03% | 277 |
|
|
2023
Q3 | $260K | Sell |
1,519
-38
| -2% | -$6.52K | 0.03% | 254 |
|
|
2023
Q2 | $278K | Buy |
1,557
+28
| +2% | +$4.99K | 0.03% | 256 |
|
|
2023
Q1 | $280K | Hold |
1,529
| – | – | 0.04% | 250 |
|
|
2022
Q4 | $259K | Sell |
1,529
-2,894
| -65% | -$491K | 0.04% | 252 |
|
|
2022
Q3 | $684K | Hold |
4,423
| – | – | 0.1% | 180 |
|
|
2022
Q2 | $745K | Sell |
4,423
-123
| -3% | -$20.7K | 0.11% | 186 |
|
|
2022
Q1 | $821K | Buy |
4,546
+92
| +2% | +$16.6K | 0.1% | 185 |
|
|
2021
Q4 | $762K | Buy |
4,454
+136
| +3% | +$23.3K | 0.09% | 202 |
|
|
2021
Q3 | $708K | Buy |
4,318
+1,026
| +31% | +$168K | 0.1% | 180 |
|
|
2021
Q2 | $545K | Hold |
3,292
| – | – | 0.07% | 175 |
|
|
2021
Q1 | $526K | Hold |
3,292
| – | – | 0.08% | 173 |
|
|
2020
Q4 | $587K | Buy |
3,292
+12
| +0.4% | +$2.14K | 0.09% | 164 |
|
|
2020
Q3 | $581K | Hold |
3,280
| – | – | 0.11% | 163 |
|
|
2020
Q2 | $550K | Buy |
3,280
+236
| +8% | +$39.6K | 0.11% | 151 |
|
|
2020
Q1 | $450K | Sell |
3,044
-40
| -1% | -$5.91K | 0.12% | 155 |
|
|
2019
Q4 | $441K | Buy |
+3,084
| New | +$441K | 0.09% | 181 |
|