MWM
MinichMacGregor 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 | $22.2M | Buy |
72,792
+58,764
| +419% | +$17.9M | 4.75% | 1 |
|
|
2025
Q1 | $4.04M | Buy |
14,028
+281
| +2% | +$81K | 0.91% | 41 |
|
|
2024
Q4 | $3.33M | Buy |
13,747
+768
| +6% | +$186K | 0.69% | 43 |
|
|
2024
Q3 | $3.15M | Sell |
12,979
-129
| -1% | -$31.4K | 0.68% | 44 |
|
|
2024
Q2 | $2.82M | Buy |
13,108
+858
| +7% | +$184K | 0.69% | 42 |
|
|
2024
Q1 | $2.55M | Sell |
12,250
-123,586
| -91% | -$25.7M | 0.65% | 43 |
|
|
2023
Q4 | $26M | Buy |
135,836
+24,379
| +22% | +$4.66M | 7.5% | 2 |
|
|
2023
Q3 | $19.1M | Buy |
111,457
+10,342
| +10% | +$1.77M | 6.33% | 1 |
|
|
2023
Q2 | $18M | Buy |
101,115
+7,181
| +8% | +$1.28M | 5.63% | 4 |
|
|
2023
Q1 | $17.2M | Buy |
93,934
+47,622
| +103% | +$8.73M | 5.7% | 5 |
|
|
2022
Q4 | $7.86M | Buy |
+46,312
| New | +$7.86M | 2.84% | 12 |
|
|
2020
Q2 | – | Sell |
-13,829
| Closed | -$2.24M | – | 81 |
|
|
2020
Q1 | $2.24M | Buy |
+13,829
| New | +$2.24M | 2.01% | 6 |
|
|
2019
Q1 | – | Sell |
-3,938
| Closed | -$479K | – | 75 |
|
|
2018
Q4 | $479K | Buy |
3,938
+3,861
| +5,014% | +$470K | 0.33% | 67 |
|
|
2018
Q3 | $8K | Hold |
77
| – | – | 0.01% | 334 |
|
|
2018
Q2 | $9K | Hold |
77
| – | – | 0.01% | 318 |
|
|
2018
Q1 | $9K | Sell |
77
-25
| -25% | -$2.92K | 0.01% | 318 |
|
|
2017
Q4 | $12K | Buy |
102
+25
| +32% | +$2.94K | 0.01% | 275 |
|
|
2017
Q3 | $9K | Hold |
77
| – | – | 0.01% | 298 |
|
|
2017
Q2 | $9K | Sell |
77
-203
| -73% | -$23.7K | 0.01% | 287 |
|
|
2017
Q1 | $33K | Hold |
280
| – | – | 0.03% | 131 |
|
|
2016
Q4 | $30K | Sell |
280
-5,617
| -95% | -$602K | 0.03% | 139 |
|
|
2016
Q3 | $740K | Sell |
5,897
-48
| -0.8% | -$6.02K | 0.69% | 22 |
|
|
2016
Q2 | $751K | Buy |
5,945
+5,868
| +7,621% | +$741K | 0.71% | 22 |
|
|
2016
Q1 | $9K | Sell |
77
-4
| -5% | -$468 | 0.01% | 263 |
|
|
2015
Q4 | $9K | Buy |
+81
| New | +$9K | 0.01% | 244 |
|