MWPCG
Measured Wealth Private Client Group’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.6M | Sell |
64,324
-1,916
| -3% | -$584K | 5.87% | 4 |
|
|
2025
Q1 | $19.1M | Buy |
66,240
+1,566
| +2% | +$451K | 6.13% | 4 |
|
|
2024
Q4 | $15.7M | Buy |
64,674
+3,356
| +5% | +$813K | 5.06% | 4 |
|
|
2024
Q3 | $14.9M | Buy |
61,318
+12,622
| +26% | +$3.07M | 4.98% | 6 |
|
|
2024
Q2 | $10.5M | Buy |
48,696
+3,506
| +8% | +$754K | 3.68% | 8 |
|
|
2024
Q1 | $9.3M | Buy |
45,190
+2,629
| +6% | +$541K | 3.25% | 7 |
|
|
2023
Q4 | $8.14M | Buy |
42,561
+1,238
| +3% | +$237K | 3% | 7 |
|
|
2023
Q3 | $7.08M | Buy |
41,323
+517
| +1% | +$88.6K | 2.85% | 7 |
|
|
2023
Q2 | $7.27M | Buy |
40,806
+4,661
| +13% | +$831K | 2.76% | 7 |
|
|
2023
Q1 | $6.62M | Buy |
36,145
+1,391
| +4% | +$255K | 2.55% | 8 |
|
|
2022
Q4 | $5.9M | Sell |
34,754
-3,863
| -10% | -$655K | 2.43% | 8 |
|
|
2022
Q3 | $5.97M | Sell |
38,617
-14,274
| -27% | -$2.21M | 2.64% | 8 |
|
|
2022
Q2 | $8.91M | Buy |
52,891
+787
| +2% | +$133K | 3.93% | 5 |
|
|
2022
Q1 | $9.41M | Buy |
52,104
+14,516
| +39% | +$2.62M | 3.46% | 5 |
|
|
2021
Q4 | $6.43M | Buy |
37,588
+2,995
| +9% | +$512K | 2.27% | 6 |
|
|
2021
Q3 | $5.68M | Buy |
+34,593
| New | +$5.68M | 2.19% | 7 |
|
|
2018
Q4 | – | Sell |
-300
| Closed | -$34K | – | 337 |
|
|
2018
Q3 | $34K | Buy |
+300
| New | +$34K | 0.02% | 428 |
|