SSWM
Sheets Smith 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 | $3.18M | Sell |
10,431
-200
| -2% | -$61K | 0.37% | 66 |
|
|
2025
Q1 | $3.06M | Buy |
10,631
+115
| +1% | +$33.1K | 0.38% | 67 |
|
|
2024
Q4 | $2.55M | Hold |
10,516
| – | – | 0.31% | 79 |
|
|
2024
Q3 | $2.56M | Buy |
10,516
+6
| +0.1% | +$1.46K | 0.31% | 76 |
|
|
2024
Q2 | $2.26M | Sell |
10,510
-3,000
| -22% | -$645K | 0.27% | 89 |
|
|
2024
Q1 | $2.78M | Buy |
13,510
+3,110
| +30% | +$640K | 0.31% | 79 |
|
|
2023
Q4 | $1.99M | Sell |
10,400
-25
| -0.2% | -$4.78K | 0.28% | 87 |
|
|
2023
Q3 | $1.79M | Sell |
10,425
-1,135
| -10% | -$195K | 0.27% | 89 |
|
|
2023
Q2 | $2.06M | Hold |
11,560
| – | – | 0.3% | 83 |
|
|
2023
Q1 | $2.12M | Buy |
11,560
+175
| +2% | +$32.1K | 0.32% | 75 |
|
|
2022
Q4 | $1.93M | Buy |
11,385
+200
| +2% | +$33.9K | 0.3% | 83 |
|
|
2022
Q3 | $1.73M | Sell |
11,185
-900
| -7% | -$139K | 0.29% | 84 |
|
|
2022
Q2 | $2.04M | Hold |
12,085
| – | – | 0.34% | 73 |
|
|
2022
Q1 | $2.18M | Hold |
12,085
| – | – | 0.3% | 80 |
|
|
2021
Q4 | $2.07M | Buy |
12,085
+1,135
| +10% | +$194K | 0.26% | 93 |
|
|
2021
Q3 | $1.8M | Hold |
10,950
| – | – | 0.24% | 105 |
|
|
2021
Q2 | $1.81M | Hold |
10,950
| – | – | 0.24% | 99 |
|
|
2021
Q1 | $1.75M | Hold |
10,950
| – | – | 0.26% | 99 |
|
|
2020
Q4 | $1.95M | Buy |
10,950
+104
| +1% | +$18.5K | 0.3% | 88 |
|
|
2020
Q3 | $1.92M | Buy |
+10,846
| New | +$1.92M | 0.33% | 77 |
|
|
2013
Q4 | – | Sell |
-13,225
| Closed | -$1.7M | – | 266 |
|
|
2013
Q3 | $1.7M | Hold |
13,225
| – | – | 0.55% | 53 |
|
|
2013
Q2 | $1.58M | Buy |
+13,225
| New | +$1.58M | 0.53% | 56 |
|