MW
MBL Wealth’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.23M | Sell |
10,596
-345
| -3% | -$105K | 0.31% | 62 |
|
|
2025
Q1 | $3.15M | Sell |
10,941
-300
| -3% | -$86.4K | 0.32% | 55 |
|
|
2024
Q4 | $2.72M | Sell |
11,241
-450
| -4% | -$109K | 0.27% | 61 |
|
|
2024
Q3 | $2.84M | Sell |
11,691
-180
| -2% | -$43.8K | 0.31% | 58 |
|
|
2024
Q2 | $2.55M | Buy |
11,871
+51
| +0.4% | +$11K | 0.28% | 57 |
|
|
2024
Q1 | $2.43M | Buy |
11,820
+1,475
| +14% | +$303K | 0.28% | 54 |
|
|
2023
Q4 | $1.98M | Sell |
10,345
-120
| -1% | -$22.9K | 0.25% | 53 |
|
|
2023
Q3 | $1.79M | Buy |
10,465
+934
| +10% | +$160K | 0.25% | 48 |
|
|
2023
Q2 | $1.7M | Sell |
9,531
-95
| -1% | -$16.9K | 0.24% | 51 |
|
|
2023
Q1 | $1.76M | Sell |
9,626
-295
| -3% | -$54.1K | 0.28% | 48 |
|
|
2022
Q4 | $1.68M | Sell |
9,921
-1,135
| -10% | -$193K | 0.32% | 49 |
|
|
2022
Q3 | $1.71M | Sell |
11,056
-40
| -0.4% | -$6.19K | 0.37% | 53 |
|
|
2022
Q2 | $1.87M | Sell |
11,096
-535
| -5% | -$90.1K | 0.47% | 47 |
|
|
2022
Q1 | $2.1M | Buy |
+11,631
| New | +$2.1M | 0.51% | 40 |
|
|
2021
Q3 | $2.14M | Buy |
+13,044
| New | +$2.14M | 0.74% | 39 |
|
|
2021
Q1 | $2.93M | Sell |
18,289
-1,867
| -9% | -$299K | 1.02% | 25 |
|
|
2020
Q4 | $3.6M | Buy |
+20,156
| New | +$3.6M | 1.42% | 19 |
|