PWM
Penobscot 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 | $408K | Buy |
1,339
+89
| +7% | +$27.1K | 0.15% | 65 |
|
|
2025
Q1 | $360K | Sell |
1,250
-69
| -5% | -$19.9K | 0.15% | 63 |
|
|
2024
Q4 | $319K | Sell |
1,319
-58
| -4% | -$14K | 0.15% | 64 |
|
|
2024
Q3 | $335K | Sell |
1,377
-107
| -7% | -$26K | 0.18% | 54 |
|
|
2024
Q2 | $328K | Sell |
1,484
-5
| -0.3% | -$1.11K | 0.2% | 50 |
|
|
2024
Q1 | $306K | Hold |
1,489
| – | – | 0.19% | 58 |
|
|
2023
Q4 | $285K | Sell |
1,489
-22
| -1% | -$4.21K | 0.19% | 61 |
|
|
2023
Q3 | $259K | Sell |
1,511
-21
| -1% | -$3.6K | 0.2% | 55 |
|
|
2023
Q2 | $273K | Buy |
1,532
+348
| +29% | +$62K | 0.2% | 51 |
|
|
2023
Q1 | $217K | Sell |
1,184
-17
| -1% | -$3.12K | 0.17% | 60 |
|
|
2022
Q4 | $204K | Sell |
1,201
-24,014
| -95% | -$4.08M | 0.18% | 59 |
|
|
2022
Q3 | $3.9M | Buy |
25,215
+4,430
| +21% | +$685K | 3.77% | 6 |
|
|
2022
Q2 | $3.5M | Buy |
+20,785
| New | +$3.5M | 3.41% | 6 |
|