National Wealth Management Group’s SPDR Gold Trust GLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.01M | Buy |
6,969
+572
| +9% | +$165K | 1.32% | 19 |
|
|
2024
Q4 | $1.55M | Buy |
6,397
+946
| +17% | +$229K | 1.03% | 24 |
|
|
2024
Q3 | $1.32M | Buy |
5,451
+3,254
| +148% | +$791K | 0.9% | 27 |
|
|
2024
Q2 | $472K | Buy |
2,197
+74
| +3% | +$15.9K | 0.36% | 65 |
|
|
2024
Q1 | $437K | Sell |
2,123
-288
| -12% | -$59.2K | 0.34% | 78 |
|
|
2023
Q4 | $461K | Sell |
2,411
-710
| -23% | -$136K | 0.45% | 66 |
|
|
2023
Q3 | $535K | Buy |
3,121
+1,569
| +101% | +$269K | 0.58% | 48 |
|
|
2023
Q2 | $277K | Buy |
+1,552
| New | +$277K | 0.29% | 98 |
|
|
2023
Q1 | – | Sell |
-1,268
| Closed | -$215K | – | 147 |
|
|
2022
Q4 | $215K | Buy |
+1,268
| New | +$215K | 0.26% | 121 |
|
|
2022
Q2 | – | Sell |
-1,339
| Closed | -$242K | – | 116 |
|
|
2022
Q1 | $242K | Buy |
+1,339
| New | +$242K | 0.23% | 96 |
|