PWP
Principle Wealth Partners’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $829K | Buy |
2,720
+103
| +4% | +$31.4K | 0.05% | 175 |
|
|
2025
Q1 | $754K | Sell |
2,617
-81
| -3% | -$23.3K | 0.05% | 182 |
|
|
2024
Q4 | $653K | Buy |
2,698
+3
| +0.1% | +$726 | 0.05% | 197 |
|
|
2024
Q3 | $655K | Sell |
2,695
-45
| -2% | -$10.9K | 0.05% | 198 |
|
|
2024
Q2 | $589K | Sell |
2,740
-690
| -20% | -$148K | 0.04% | 199 |
|
|
2024
Q1 | $706K | Sell |
3,430
-369
| -10% | -$75.9K | 0.06% | 185 |
|
|
2023
Q4 | $726K | Hold |
3,799
| – | – | 0.06% | 178 |
|
|
2023
Q3 | $651K | Sell |
3,799
-112
| -3% | -$19.2K | 0.07% | 177 |
|
|
2023
Q2 | $697K | Buy |
3,911
+47
| +1% | +$8.38K | 0.07% | 170 |
|
|
2023
Q1 | $708K | Sell |
3,864
-196
| -5% | -$35.9K | 0.08% | 161 |
|
|
2022
Q4 | $689K | Sell |
4,060
-29
| -0.7% | -$4.92K | 0.08% | 163 |
|
|
2022
Q3 | $632 | Sell |
4,089
-782
| -16% | -$121 | 0.06% | 162 |
|
|
2022
Q2 | $821K | Hold |
4,871
| – | – | 0.1% | 151 |
|
|
2022
Q1 | $880K | Sell |
4,871
-281
| -5% | -$50.8K | 0.09% | 151 |
|
|
2021
Q4 | $881K | Sell |
5,152
-7,804
| -60% | -$1.33M | 0.09% | 147 |
|
|
2021
Q3 | $2.13M | Sell |
12,956
-1,118
| -8% | -$184K | 0.25% | 85 |
|
|
2021
Q2 | $2.33M | Sell |
14,074
-413
| -3% | -$68.4K | 0.26% | 79 |
|
|
2021
Q1 | $2.32M | Buy |
14,487
+1,225
| +9% | +$196K | 0.27% | 77 |
|
|
2020
Q4 | $2.37M | Buy |
13,262
+11,463
| +637% | +$2.04M | 0.31% | 67 |
|
|
2020
Q3 | $319K | Buy |
1,799
+1,442
| +404% | +$256K | 0.09% | 116 |
|
|
2020
Q2 | $60K | Buy |
+357
| New | +$60K | 0.02% | 259 |
|