Merriman Wealth Management’s SPDR Gold Trust GLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,181
| Closed | -$202K | – | 199 |
|
|
2023
Q3 | $202K | Hold |
1,181
| – | – | 0.01% | 179 |
|
|
2023
Q2 | $211K | Hold |
1,181
| – | – | 0.01% | 197 |
|
|
2023
Q1 | $216K | Hold |
1,181
| – | – | 0.01% | 185 |
|
|
2022
Q4 | $200K | Sell |
1,181
-375
| -24% | -$63.6K | 0.01% | 199 |
|
|
2022
Q3 | $241K | Sell |
1,556
-65
| -4% | -$10.1K | 0.02% | 147 |
|
|
2022
Q2 | $273K | Hold |
1,621
| – | – | 0.02% | 134 |
|
|
2022
Q1 | $293K | Buy |
1,621
+120
| +8% | +$21.7K | 0.02% | 168 |
|
|
2021
Q4 | $257K | Buy |
1,501
+70
| +5% | +$12K | 0.02% | 188 |
|
|
2021
Q3 | $235K | Sell |
1,431
-125
| -8% | -$20.5K | 0.02% | 186 |
|
|
2021
Q2 | $258K | Hold |
1,556
| – | – | 0.02% | 194 |
|
|
2021
Q1 | $249K | Sell |
1,556
-135
| -8% | -$21.6K | 0.03% | 166 |
|
|
2020
Q4 | $302K | Sell |
1,691
-120
| -7% | -$21.4K | 0.03% | 167 |
|
|
2020
Q3 | $321K | Sell |
1,811
-360
| -17% | -$63.8K | 0.05% | 132 |
|
|
2020
Q2 | $363K | Buy |
+2,171
| New | +$363K | 0.06% | 125 |
|
|
2018
Q3 | – | Sell |
-4,163
| Closed | -$494K | – | 178 |
|
|
2018
Q2 | $494K | Buy |
+4,163
| New | +$494K | 0.11% | 110 |
|