NWM
NEIRG Wealth Management’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-98,515
| Closed | -$17.6M | – | 38 |
|
|
2023
Q2 | $17.6M | Sell |
98,515
-10,674
| -10% | -$1.9M | 3.24% | 6 |
|
|
2023
Q1 | $20M | Buy |
109,189
+43,398
| +66% | +$7.95M | 3.47% | 3 |
|
|
2022
Q4 | $11.2M | Sell |
65,791
-1,386
| -2% | -$235K | 2.1% | 13 |
|
|
2022
Q3 | $10.4M | Sell |
67,177
-3,323
| -5% | -$514K | 2.08% | 13 |
|
|
2022
Q2 | $11.9M | Sell |
70,500
-16,513
| -19% | -$2.78M | 2.59% | 8 |
|
|
2022
Q1 | $15.7M | Buy |
87,013
+11,881
| +16% | +$2.15M | 3.08% | 7 |
|
|
2021
Q4 | $12.8M | Buy |
+75,132
| New | +$12.8M | 2.46% | 10 |
|