SWM
Sendero 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 | $2.61M | Sell |
8,566
-1,891
| -18% | -$576K | 0.33% | 59 |
|
|
2025
Q1 | $3.01M | Sell |
10,457
-2,854
| -21% | -$822K | 0.42% | 49 |
|
|
2024
Q4 | $3.22M | Hold |
13,311
| – | – | 0.48% | 45 |
|
|
2024
Q3 | $3.24M | Hold |
13,311
| – | – | 0.51% | 40 |
|
|
2024
Q2 | $2.86M | Sell |
13,311
-617
| -4% | -$133K | 0.48% | 42 |
|
|
2024
Q1 | $2.87M | Hold |
13,928
| – | – | 0.49% | 43 |
|
|
2023
Q4 | $2.66M | Sell |
13,928
-86
| -0.6% | -$16.4K | 0.5% | 43 |
|
|
2023
Q3 | $2.4M | Hold |
14,014
| – | – | 0.52% | 41 |
|
|
2023
Q2 | $2.5M | Buy |
+14,014
| New | +$2.5M | 0.55% | 42 |
|