SWM
Sculati 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 | $256K | Buy |
840
+123
| +17% | +$37.5K | 0.1% | 109 |
|
|
2025
Q1 | $207K | Sell |
717
-274
| -28% | -$79K | 0.08% | 107 |
|
|
2024
Q4 | $240K | Hold |
991
| – | – | 0.09% | 101 |
|
|
2024
Q3 | $241K | Hold |
991
| – | – | 0.1% | 100 |
|
|
2024
Q2 | $213K | Hold |
991
| – | – | 0.09% | 98 |
|
|
2024
Q1 | $204K | Sell |
991
-157
| -14% | -$32.3K | 0.09% | 99 |
|
|
2023
Q4 | $219K | Sell |
1,148
-338
| -23% | -$64.6K | 0.1% | 95 |
|
|
2023
Q3 | $255K | Hold |
1,486
| – | – | 0.13% | 89 |
|
|
2023
Q2 | $265K | Hold |
1,486
| – | – | 0.13% | 90 |
|
|
2023
Q1 | $272K | Buy |
+1,486
| New | +$272K | 0.14% | 92 |
|