PWM
Palumbo 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 | $16M | Sell |
52,561
-1,276
| -2% | -$389K | 4.96% | 3 |
|
|
2025
Q1 | $15.5M | Sell |
53,837
-361
| -0.7% | -$104K | 5.19% | 3 |
|
|
2024
Q4 | $13.1M | Sell |
54,198
-43
| -0.1% | -$10.4K | 4.9% | 3 |
|
|
2024
Q3 | $13.2M | Sell |
54,241
-1,690
| -3% | -$411K | 5.13% | 2 |
|
|
2024
Q2 | $12M | Sell |
55,931
-7,299
| -12% | -$1.57M | 5.08% | 2 |
|
|
2024
Q1 | $13M | Buy |
63,230
+1,128
| +2% | +$232K | 5.82% | 2 |
|
|
2023
Q4 | $11.9M | Buy |
62,102
+703
| +1% | +$134K | 6.07% | 2 |
|
|
2023
Q3 | $10.5M | Buy |
61,399
+6,198
| +11% | +$1.06M | 5.79% | 5 |
|
|
2023
Q2 | $9.84M | Buy |
55,201
+3,040
| +6% | +$542K | 6.02% | 5 |
|
|
2023
Q1 | $9.56M | Buy |
52,161
+2,145
| +4% | +$393K | 6.36% | 4 |
|
|
2022
Q4 | $8.48M | Sell |
50,016
-196
| -0.4% | -$33.2K | 6.75% | 3 |
|
|
2022
Q3 | $7.77M | Sell |
50,212
-4
| -0% | -$619 | 6.57% | 2 |
|
|
2022
Q2 | $8.46M | Sell |
50,216
-1,440
| -3% | -$243K | 6.72% | 3 |
|
|
2022
Q1 | $9.33M | Sell |
51,656
-1,946
| -4% | -$352K | 6% | 3 |
|
|
2021
Q4 | $9.16M | Sell |
53,602
-5,303
| -9% | -$907K | 5.74% | 5 |
|
|
2021
Q3 | $9.67M | Buy |
58,905
+1,126
| +2% | +$185K | 6.38% | 5 |
|
|
2021
Q2 | $9.57M | Buy |
57,779
+7,351
| +15% | +$1.22M | 6.42% | 5 |
|
|
2021
Q1 | $8.07M | Buy |
50,428
+2,344
| +5% | +$375K | 6.08% | 7 |
|
|
2020
Q4 | $8.58M | Buy |
+48,084
| New | +$8.58M | 6.92% | 5 |
|