MWM
Mittelman 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 | $248K | Sell |
813
-207
| -20% | -$63.1K | 0.21% | 35 |
|
|
2025
Q1 | $294K | Sell |
1,020
-404
| -28% | -$116K | 0.27% | 29 |
|
|
2024
Q4 | $345K | Sell |
1,424
-44
| -3% | -$10.7K | 0.32% | 27 |
|
|
2024
Q3 | $357K | Hold |
1,468
| – | – | 0.2% | 24 |
|
|
2024
Q2 | $316K | Buy |
+1,468
| New | +$316K | 0.2% | 61 |
|