MWM
MGB 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 | $4.15M | Buy |
13,633
+3,423
| +34% | +$1.04M | 1.37% | 9 |
|
|
2025
Q1 | $2.94M | Buy |
10,210
+782
| +8% | +$225K | 1.06% | 17 |
|
|
2024
Q4 | $2.28M | Buy |
9,428
+2,618
| +38% | +$634K | 0.71% | 27 |
|
|
2024
Q3 | $1.66M | Sell |
6,810
-72
| -1% | -$17.5K | 0.6% | 38 |
|
|
2024
Q2 | $1.54M | Buy |
6,882
+1,675
| +32% | +$374K | 0.57% | 42 |
|
|
2024
Q1 | $1.07M | Buy |
5,207
+1,103
| +27% | +$226K | 0.43% | 60 |
|
|
2023
Q4 | $785K | Buy |
+4,104
| New | +$785K | 0.39% | 71 |
|