SW
Simplicity Wealth’s SPDR Gold Trust GLD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.41M | Buy |
11,171
+2,027
| +22% | +$618K | 0.14% | 148 |
|
2025
Q1 | $2.63M | Buy |
9,144
+6,021
| +193% | +$1.73M | 0.2% | 123 |
|
2024
Q4 | $756K | Sell |
3,123
-4,149
| -57% | -$1M | 0.16% | 112 |
|
2024
Q3 | $1.77M | Sell |
7,272
-117,183
| -94% | -$28.5M | 0.16% | 122 |
|
2024
Q2 | $26.8M | Buy |
124,455
+2,566
| +2% | +$552K | 0.6% | 28 |
|
2024
Q1 | $25.1M | Buy |
121,889
+117,604
| +2,745% | +$24.2M | 0.6% | 25 |
|
2023
Q4 | $819K | Buy |
4,285
+968
| +29% | +$185K | 0.32% | 52 |
|
2023
Q3 | $569K | Buy |
3,317
+219
| +7% | +$37.5K | 0.33% | 40 |
|
2023
Q2 | $552K | Buy |
3,098
+1,005
| +48% | +$179K | 0.34% | 46 |
|
2023
Q1 | $383K | Buy |
+2,093
| New | +$383K | 0.26% | 47 |
|