RWIA
Roger Wittlin Investment Advisory’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Sell |
3,381
-32
| -0.9% | -$9.76K | 0.57% | 25 |
|
|
2025
Q1 | $983K | Sell |
3,413
-74
| -2% | -$21.3K | 0.58% | 24 |
|
|
2024
Q4 | $844K | Buy |
3,487
+200
| +6% | +$48.4K | 0.47% | 26 |
|
|
2024
Q3 | $799K | Hold |
3,287
| – | – | 0.46% | 30 |
|
|
2024
Q2 | $707K | Hold |
3,287
| – | – | 0.45% | 29 |
|
|
2024
Q1 | $676K | Hold |
3,287
| – | – | 0.47% | 29 |
|
|
2023
Q4 | $628K | Hold |
3,287
| – | – | 0.46% | 30 |
|
|
2023
Q3 | $564K | Hold |
3,287
| – | – | 0.48% | 29 |
|
|
2023
Q2 | $586K | Hold |
3,287
| – | – | 0.48% | 31 |
|
|
2023
Q1 | $602K | Buy |
3,287
+269
| +9% | +$49.3K | 0.54% | 30 |
|
|
2022
Q4 | $512K | Buy |
+3,018
| New | +$512K | 0.51% | 29 |
|
|
2022
Q3 | – | Sell |
-3,018
| Closed | -$508K | – | 18 |
|
|
2022
Q2 | $508K | Hold |
3,018
| – | – | 0.5% | 22 |
|
|
2022
Q1 | $545K | Hold |
3,018
| – | – | 0.5% | 18 |
|
|
2021
Q4 | $515K | Buy |
+3,018
| New | +$515K | 0.4% | 19 |
|