TBWA
Three Bridge Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.6M | Buy |
38,157
+6,550
| +21% | +$2M | 3.06% | 11 |
|
|
2025
Q1 | $9.11M | Buy |
31,607
+622
| +2% | +$179K | 3.17% | 10 |
|
|
2024
Q4 | $7.5M | Buy |
30,985
+140
| +0.5% | +$33.9K | 2.63% | 11 |
|
|
2024
Q3 | $7.5M | Buy |
30,845
+620
| +2% | +$151K | 2.77% | 11 |
|
|
2024
Q2 | $6.5M | Sell |
30,225
-190
| -0.6% | -$40.9K | 2.58% | 11 |
|
|
2024
Q1 | $6.26M | Buy |
30,415
+175
| +0.6% | +$36K | 2.47% | 11 |
|
|
2023
Q4 | $5.78M | Buy |
30,240
+124
| +0.4% | +$23.7K | 2% | 14 |
|
|
2023
Q3 | $5.16M | Sell |
30,116
-2,150
| -7% | -$369K | 2.14% | 13 |
|
|
2023
Q2 | $5.75M | Sell |
32,266
-1,685
| -5% | -$300K | 2.44% | 12 |
|
|
2023
Q1 | $6.22M | Buy |
33,951
+743
| +2% | +$136K | 2.88% | 8 |
|
|
2022
Q4 | $5.63M | Sell |
33,208
-8,242
| -20% | -$1.4M | 3.02% | 8 |
|
|
2022
Q3 | $6.41M | Sell |
41,450
-925
| -2% | -$143K | 3.26% | 6 |
|
|
2022
Q2 | $7.14M | Sell |
42,375
-5,575
| -12% | -$939K | 3.5% | 6 |
|
|
2022
Q1 | $8.66M | Buy |
+47,950
| New | +$8.66M | 2.42% | 5 |
|