OBWG
Onyx Bridge Wealth Group’s SPDR Gold Trust GLD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.06M | Buy |
6,759
+348
| +5% | +$106K | 0.27% | 69 |
|
2025
Q1 | $1.85M | Buy |
6,411
+337
| +6% | +$97.1K | 0.27% | 70 |
|
2024
Q4 | $1.47M | Buy |
6,074
+470
| +8% | +$114K | 0.21% | 82 |
|
2024
Q3 | $1.36M | Buy |
5,604
+484
| +9% | +$118K | 0.21% | 87 |
|
2024
Q2 | $1.1M | Buy |
5,120
+216
| +4% | +$46.4K | 0.18% | 89 |
|
2024
Q1 | $1.06M | Buy |
4,904
+500
| +11% | +$108K | 0.19% | 88 |
|
2023
Q4 | $842K | Sell |
4,404
-162
| -4% | -$31K | 0.17% | 92 |
|
2023
Q3 | $783K | Buy |
4,566
+24
| +0.5% | +$4.12K | 0.18% | 84 |
|
2023
Q2 | $810K | Buy |
4,542
+108
| +2% | +$19.3K | 0.19% | 95 |
|
2023
Q1 | $812K | Hold |
4,434
| – | – | 0.32% | 58 |
|
2022
Q4 | $770K | Sell |
4,434
-10
| -0.2% | -$1.74K | 0.31% | 48 |
|
2022
Q3 | $693K | Sell |
4,444
-1,743
| -28% | -$272K | 0.32% | 51 |
|
2022
Q2 | $994K | Buy |
6,187
+1,583
| +34% | +$254K | 0.44% | 32 |
|
2022
Q1 | $810K | Sell |
4,604
-1,339
| -23% | -$236K | 0.31% | 38 |
|
2021
Q4 | $1M | Buy |
5,943
+291
| +5% | +$49K | 0.34% | 35 |
|
2021
Q3 | $932K | Buy |
5,652
+305
| +6% | +$50.3K | 0.35% | 33 |
|
2021
Q2 | $906K | Buy |
5,347
+661
| +14% | +$112K | 0.39% | 30 |
|
2021
Q1 | $750K | Buy |
4,686
+867
| +23% | +$139K | 0.38% | 30 |
|
2020
Q4 | $681K | Buy |
+3,819
| New | +$681K | 0.45% | 28 |
|