SWMG
Sanchez Wealth Management Group’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $218K | Sell |
716
-60
| -8% | -$18.3K | 0.05% | 47 |
|
|
2025
Q1 | $224K | Sell |
776
-267
| -26% | -$76.9K | 0.06% | 46 |
|
|
2024
Q4 | $253K | Buy |
+1,043
| New | +$253K | 0.07% | 45 |
|
|
2022
Q3 | – | Sell |
-62,422
| Closed | -$10.5M | – | 33 |
|
|
2022
Q2 | $10.5M | Sell |
62,422
-1,213
| -2% | -$204K | 5.23% | 9 |
|
|
2022
Q1 | $11.5M | Buy |
+63,635
| New | +$11.5M | 4.83% | 10 |
|