RSWM
Robertson Stephens 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 | $12.2M | Sell |
40,039
-13,058
| -25% | -$3.98M | 0.39% | 49 |
|
|
2025
Q1 | $15.3M | Buy |
53,097
+47,451
| +840% | +$13.7M | 0.53% | 35 |
|
|
2024
Q4 | $1.37M | Sell |
5,646
-532
| -9% | -$129K | 0.05% | 229 |
|
|
2024
Q3 | $1.5M | Buy |
6,178
+1,029
| +20% | +$250K | 0.05% | 229 |
|
|
2024
Q2 | $1.11M | Buy |
5,149
+543
| +12% | +$117K | 0.06% | 211 |
|
|
2024
Q1 | $948K | Buy |
4,606
+236
| +5% | +$48.6K | 0.05% | 238 |
|
|
2023
Q4 | $835K | Hold |
4,370
| – | – | 0.05% | 240 |
|
|
2023
Q3 | $749K | Buy |
4,370
+249
| +6% | +$42.7K | 0.05% | 243 |
|
|
2023
Q2 | $735K | Sell |
4,121
-448
| -10% | -$79.9K | 0.05% | 225 |
|
|
2023
Q1 | $837K | Sell |
4,569
-1,058
| -19% | -$194K | 0.06% | 217 |
|
|
2022
Q4 | $955K | Sell |
5,627
-300
| -5% | -$50.9K | 0.09% | 180 |
|
|
2022
Q3 | $916K | Hold |
5,927
| – | – | 0.1% | 159 |
|
|
2022
Q2 | $998K | Sell |
5,927
-4,200
| -41% | -$707K | 0.09% | 157 |
|
|
2022
Q1 | $1.83M | Buy |
10,127
+2,501
| +33% | +$452K | 0.15% | 119 |
|
|
2021
Q4 | $1.3M | Buy |
7,626
+3,441
| +82% | +$588K | 0.11% | 151 |
|
|
2021
Q3 | $687K | Sell |
4,185
-1,125
| -21% | -$185K | 0.08% | 162 |
|
|
2021
Q2 | $879K | Buy |
5,310
+500
| +10% | +$82.8K | 0.11% | 139 |
|
|
2021
Q1 | $769K | Buy |
4,810
+2,610
| +119% | +$417K | 0.12% | 130 |
|
|
2020
Q4 | $392K | Sell |
2,200
-250
| -10% | -$44.5K | 0.08% | 157 |
|
|
2020
Q3 | $433K | Buy |
2,450
+100
| +4% | +$17.7K | 0.11% | 149 |
|
|
2020
Q2 | $393K | Buy |
+2,350
| New | +$393K | 0.11% | 126 |
|