TMWM
Taylor & Morgan 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 | $945K | Buy |
3,099
+230
| +8% | +$70.1K | 0.64% | 26 |
|
|
2025
Q1 | $827K | Sell |
2,869
-50
| -2% | -$14.4K | 0.62% | 26 |
|
|
2024
Q4 | $707K | Hold |
2,919
| – | – | 0.5% | 29 |
|
|
2024
Q3 | $709K | Buy |
2,919
+50
| +2% | +$12.2K | 0.48% | 30 |
|
|
2024
Q2 | $617K | Hold |
2,869
| – | – | 0.44% | 32 |
|
|
2024
Q1 | $590K | Hold |
2,869
| – | – | 0.43% | 34 |
|
|
2023
Q4 | $548K | Sell |
2,869
-170
| -6% | -$32.5K | 0.44% | 35 |
|
|
2023
Q3 | $521K | Buy |
3,039
+240
| +9% | +$41.1K | 0.47% | 35 |
|
|
2023
Q2 | $499K | Hold |
2,799
| – | – | 0.41% | 39 |
|
|
2023
Q1 | $513K | Hold |
2,799
| – | – | 0.45% | 39 |
|
|
2022
Q4 | $475K | Sell |
2,799
-400
| -13% | -$67.9K | 0.45% | 45 |
|
|
2022
Q3 | $495K | Hold |
3,199
| – | – | 0.49% | 41 |
|
|
2022
Q2 | $539K | Hold |
3,199
| – | – | 0.51% | 41 |
|
|
2022
Q1 | $578K | Buy |
3,199
+700
| +28% | +$126K | 0.47% | 44 |
|
|
2021
Q4 | $427K | Buy |
+2,499
| New | +$427K | 0.35% | 47 |
|