MSWM
Mowery & Schoenfeld 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 | $93K | Hold |
305
| – | – | 0.14% | 82 |
|
|
2025
Q1 | $87.9K | Sell |
305
-3,646
| -92% | -$1.05M | 0.17% | 88 |
|
|
2024
Q4 | $957K | Buy |
3,951
+3,874
| +5,031% | +$938K | 1.86% | 10 |
|
|
2024
Q3 | $18.7K | Buy |
77
+19
| +33% | +$4.62K | 0.03% | 153 |
|
|
2024
Q2 | $12.5K | Buy |
+58
| New | +$12.5K | 0.02% | 164 |
|