RWB
RMR Wealth Builders’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $450K | Buy |
1,476
+435
| +42% | +$133K | 0.04% | 175 |
|
|
2025
Q1 | $300K | Buy |
+1,041
| New | +$300K | 0.03% | 203 |
|
|
2021
Q2 | – | Sell |
-688
| Closed | -$110K | – | 363 |
|
|
2021
Q1 | $110K | Buy |
+688
| New | +$110K | 0.03% | 260 |
|
|
2020
Q4 | – | Sell |
-1,336
| Closed | -$237K | – | 532 |
|
|
2020
Q3 | $237K | Buy |
1,336
+1,171
| +710% | +$208K | 0.06% | 178 |
|
|
2020
Q2 | $28K | Buy |
+165
| New | +$28K | 0.03% | 279 |
|
|
2019
Q4 | $24K | Buy |
+165
| New | +$24K | 0.02% | 300 |
|