PWMAG
Pinnacle Wealth Management Advisory Group’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $752K | Hold |
2,468
| – | – | 0.06% | 171 |
|
|
2025
Q1 | $711K | Hold |
2,468
| – | – | 0.07% | 168 |
|
|
2024
Q4 | $598K | Buy |
2,468
+70
| +3% | +$16.9K | 0.06% | 178 |
|
|
2024
Q3 | $583K | Hold |
2,398
| – | – | 0.06% | 183 |
|
|
2024
Q2 | $516K | Hold |
2,398
| – | – | 0.05% | 195 |
|
|
2024
Q1 | $493K | Hold |
2,398
| – | – | 0.05% | 192 |
|
|
2023
Q4 | $458K | Sell |
2,398
-45
| -2% | -$8.6K | 0.05% | 196 |
|
|
2023
Q3 | $419K | Buy |
2,443
+35
| +1% | +$6K | 0.05% | 196 |
|
|
2023
Q2 | $429K | Buy |
2,408
+45
| +2% | +$8.02K | 0.05% | 196 |
|
|
2023
Q1 | $433K | Sell |
2,363
-293
| -11% | -$53.7K | 0.06% | 189 |
|
|
2022
Q4 | $451K | Buy |
2,656
+65
| +3% | +$11K | 0.07% | 178 |
|
|
2022
Q3 | $401K | Sell |
2,591
-577
| -18% | -$89.3K | 0.07% | 179 |
|
|
2022
Q2 | $534K | Buy |
3,168
+100
| +3% | +$16.9K | 0.09% | 164 |
|
|
2022
Q1 | $554K | Hold |
3,068
| – | – | 0.08% | 170 |
|
|
2021
Q4 | $525K | Sell |
3,068
-1,600
| -34% | -$274K | 0.09% | 171 |
|
|
2021
Q3 | $767K | Hold |
4,668
| – | – | 0.18% | 119 |
|
|
2021
Q2 | $773K | Buy |
4,668
+1,240
| +36% | +$205K | 0.18% | 117 |
|
|
2021
Q1 | $548K | Buy |
3,428
+1,700
| +98% | +$272K | 0.15% | 116 |
|
|
2020
Q4 | $308K | Hold |
1,728
| – | – | 0.09% | 147 |
|
|
2020
Q3 | $306K | Hold |
1,728
| – | – | 0.11% | 142 |
|
|
2020
Q2 | $289K | Sell |
1,728
-27
| -2% | -$4.52K | 0.11% | 141 |
|
|
2020
Q1 | $260K | Sell |
1,755
-20
| -1% | -$2.96K | 0.13% | 128 |
|
|
2019
Q4 | $254K | Hold |
1,775
| – | – | 0.1% | 160 |
|
|
2019
Q3 | $246K | Buy |
1,775
+200
| +13% | +$27.7K | 0.1% | 152 |
|
|
2019
Q2 | $210K | Sell |
1,575
-190
| -11% | -$25.3K | 0.09% | 176 |
|
|
2019
Q1 | $215K | Sell |
1,765
-20
| -1% | -$2.44K | 0.1% | 171 |
|
|
2018
Q4 | $216K | Buy |
+1,785
| New | +$216K | 0.12% | 151 |
|
|
2018
Q3 | – | Sell |
-5,500
| Closed | -$653K | – | 159 |
|
|
2018
Q2 | $653K | Hold |
5,500
| – | – | 0.35% | 83 |
|
|
2018
Q1 | $692K | Hold |
5,500
| – | – | 0.39% | 73 |
|
|
2017
Q4 | $680K | Hold |
5,500
| – | – | 0.38% | 77 |
|
|
2017
Q3 | $669K | Hold |
5,500
| – | – | 0.39% | 76 |
|
|
2017
Q2 | $649K | Hold |
5,500
| – | – | 0.4% | 76 |
|
|
2017
Q1 | $653K | Buy |
+5,500
| New | +$653K | 0.45% | 69 |
|