SDWMA
Schneider Downs Wealth Management Advisors’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.03M | Sell |
6,644
-247
| -4% | -$75.3K | 0.3% | 44 |
|
|
2025
Q1 | $1.99M | Sell |
6,891
-357
| -5% | -$103K | 0.36% | 35 |
|
|
2024
Q4 | $1.75M | Hold |
7,248
| – | – | 0.33% | 40 |
|
|
2024
Q3 | $1.76M | Sell |
7,248
-20
| -0.3% | -$4.86K | 0.36% | 40 |
|
|
2024
Q2 | $1.56M | Hold |
7,268
| – | – | 0.35% | 40 |
|
|
2024
Q1 | $1.5M | Sell |
7,268
-224
| -3% | -$46.1K | 0.34% | 40 |
|
|
2023
Q4 | $1.43M | Hold |
7,492
| – | – | 0.37% | 40 |
|
|
2023
Q3 | $1.28M | Buy |
7,492
+1,114
| +17% | +$191K | 0.3% | 39 |
|
|
2023
Q2 | $1.14M | Sell |
6,378
-152
| -2% | -$27.1K | 0.26% | 41 |
|
|
2023
Q1 | $1.2M | Sell |
6,530
-65
| -1% | -$11.9K | 0.25% | 40 |
|
|
2022
Q4 | $1.12M | Buy |
6,595
+178
| +3% | +$30.2K | 0.25% | 43 |
|
|
2022
Q3 | $993K | Buy |
6,417
+137
| +2% | +$21.2K | 0.29% | 35 |
|
|
2022
Q2 | $1.06M | Buy |
6,280
+20
| +0.3% | +$3.37K | 0.3% | 37 |
|
|
2022
Q1 | $1.13M | Buy |
6,260
+58
| +0.9% | +$10.5K | 0.29% | 39 |
|
|
2021
Q4 | $1.06M | Hold |
6,202
| – | – | 0.25% | 42 |
|
|
2021
Q3 | $1.02M | Hold |
6,202
| – | – | 0.26% | 43 |
|
|
2021
Q2 | $1.03M | Buy |
6,202
+15
| +0.2% | +$2.48K | 0.27% | 38 |
|
|
2021
Q1 | $990K | Buy |
6,187
+1,498
| +32% | +$240K | 0.24% | 36 |
|
|
2020
Q4 | $836K | Hold |
4,689
| – | – | 0.23% | 36 |
|
|
2020
Q3 | $831K | Buy |
4,689
+150
| +3% | +$26.6K | 0.28% | 32 |
|
|
2020
Q2 | $760K | Buy |
4,539
+310
| +7% | +$51.9K | 0.26% | 32 |
|
|
2020
Q1 | $626K | Buy |
4,229
+35
| +0.8% | +$5.18K | 0.23% | 39 |
|
|
2019
Q4 | $599K | Buy |
4,194
+879
| +27% | +$126K | 0.18% | 35 |
|
|
2019
Q3 | $460K | Hold |
3,315
| – | – | 0.14% | 36 |
|
|
2019
Q2 | $442K | Hold |
3,315
| – | – | 0.15% | 40 |
|
|
2019
Q1 | $404K | Hold |
3,315
| – | – | 0.15% | 38 |
|
|
2018
Q4 | $402K | Hold |
3,315
| – | – | 0.17% | 35 |
|
|
2018
Q3 | $374K | Hold |
3,315
| – | – | 0.24% | 36 |
|
|
2018
Q2 | $393K | Hold |
3,315
| – | – | 0.26% | 30 |
|
|
2018
Q1 | $417K | Hold |
3,315
| – | – | 0.24% | 28 |
|
|
2017
Q4 | $410K | Hold |
3,315
| – | – | 0.24% | 24 |
|
|
2017
Q3 | $403K | Hold |
3,315
| – | – | 0.26% | 24 |
|
|
2017
Q2 | $391K | Hold |
3,315
| – | – | 0.26% | 28 |
|
|
2017
Q1 | $394K | Buy |
+3,315
| New | +$394K | 0.27% | 27 |
|