OWM
Orgel 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 | $995K | Hold |
3,264
| – | – | 0.02% | 49 |
|
|
2025
Q1 | $940K | Hold |
3,264
| – | – | 0.02% | 46 |
|
|
2024
Q4 | $790K | Hold |
3,264
| – | – | 0.02% | 52 |
|
|
2024
Q3 | $793K | Sell |
3,264
-236
| -7% | -$57.4K | 0.02% | 51 |
|
|
2024
Q2 | $753K | Buy |
3,500
+236
| +7% | +$50.7K | 0.02% | 49 |
|
|
2024
Q1 | $671K | Hold |
3,264
| – | – | 0.02% | 48 |
|
|
2023
Q4 | $624K | Hold |
3,264
| – | – | 0.02% | 50 |
|
|
2023
Q3 | $560K | Hold |
3,264
| – | – | 0.02% | 50 |
|
|
2023
Q2 | $582K | Hold |
3,264
| – | – | 0.02% | 51 |
|
|
2023
Q1 | $598K | Hold |
3,264
| – | – | 0.02% | 48 |
|
|
2022
Q4 | $554K | Hold |
3,264
| – | – | 0.02% | 51 |
|
|
2022
Q3 | $505K | Hold |
3,264
| – | – | 0.02% | 46 |
|
|
2022
Q2 | $550K | Hold |
3,264
| – | – | 0.03% | 39 |
|
|
2022
Q1 | $590K | Hold |
3,264
| – | – | 0.04% | 31 |
|
|
2021
Q4 | $558K | Hold |
3,264
| – | – | 0.05% | 31 |
|
|
2021
Q3 | $536K | Hold |
3,264
| – | – | 0.06% | 30 |
|
|
2021
Q2 | $541K | Hold |
3,264
| – | – | 0.07% | 30 |
|
|
2021
Q1 | $522K | Hold |
3,264
| – | – | 0.07% | 27 |
|
|
2020
Q4 | $582K | Sell |
3,264
-560
| -15% | -$99.9K | 0.12% | 25 |
|
|
2020
Q3 | $677K | Hold |
3,824
| – | – | 0.19% | 23 |
|
|
2020
Q2 | $640K | Hold |
3,824
| – | – | 0.24% | 23 |
|
|
2020
Q1 | $566K | Hold |
3,824
| – | – | 0.22% | 20 |
|
|
2019
Q4 | $546K | Hold |
3,824
| – | – | 0.15% | 27 |
|
|
2019
Q3 | $531K | Hold |
3,824
| – | – | 0.2% | 24 |
|
|
2019
Q2 | $509K | Sell |
3,824
-34
| -0.9% | -$4.53K | 0.2% | 21 |
|
|
2019
Q1 | $471K | Sell |
3,858
-66
| -2% | -$8.06K | 0.16% | 23 |
|
|
2018
Q4 | $476K | Hold |
3,924
| – | – | 0.14% | 26 |
|
|
2018
Q3 | $442K | Sell |
3,924
-7,727
| -66% | -$870K | 0.19% | 24 |
|
|
2018
Q2 | $1.38M | Sell |
11,651
-113
| -1% | -$13.4K | 0.34% | 11 |
|
|
2018
Q1 | $1.48M | Buy |
11,764
+248
| +2% | +$31.2K | 0.37% | 10 |
|
|
2017
Q4 | $1.42M | Buy |
11,516
+6,252
| +119% | +$773K | 0.34% | 8 |
|
|
2017
Q3 | $640K | Buy |
5,264
+34
| +0.7% | +$4.13K | 0.22% | 7 |
|
|
2017
Q2 | $617K | Buy |
5,230
+42
| +0.8% | +$4.96K | 0.23% | 6 |
|
|
2017
Q1 | $616K | Buy |
5,188
+14
| +0.3% | +$1.66K | 0.27% | 6 |
|
|
2016
Q4 | $567K | Sell |
5,174
-118
| -2% | -$12.9K | 0.37% | 6 |
|
|
2016
Q3 | $665K | Buy |
5,292
+40
| +0.8% | +$5.03K | 0.46% | 4 |
|
|
2016
Q2 | $664K | Hold |
5,252
| – | – | 0.29% | 7 |
|
|
2016
Q1 | $618K | Sell |
5,252
-130
| -2% | -$15.3K | 0.39% | 7 |
|
|
2015
Q4 | $546K | Buy |
+5,382
| New | +$546K | 0.47% | 9 |
|