PWM
PBMares 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 | $480K | Buy |
1,574
+154
| +11% | +$46.9K | 0.09% | 108 |
|
|
2025
Q1 | $409K | Buy |
1,420
+416
| +41% | +$120K | 0.08% | 121 |
|
|
2024
Q4 | $243K | Hold |
1,004
| – | – | 0.05% | 176 |
|
|
2024
Q3 | $244K | Hold |
1,004
| – | – | 0.05% | 164 |
|
|
2024
Q2 | $216K | Hold |
1,004
| – | – | 0.05% | 168 |
|
|
2024
Q1 | $207K | Buy |
+1,004
| New | +$207K | 0.05% | 172 |
|
|
2020
Q4 | – | Sell |
-1,236
| Closed | -$219K | – | 124 |
|
|
2020
Q3 | $219K | Sell |
1,236
-55
| -4% | -$9.75K | 0.32% | 94 |
|
|
2020
Q2 | $216K | Sell |
1,291
-205
| -14% | -$34.3K | 0.32% | 99 |
|
|
2020
Q1 | $221K | Sell |
1,496
-1,383
| -48% | -$204K | 0.35% | 95 |
|
|
2019
Q4 | $411K | Buy |
+2,879
| New | +$411K | 0.49% | 68 |
|