TWM
Tolleson 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 | $1.51M | Hold |
4,956
| – | – | 0.26% | 35 |
|
|
2025
Q1 | $1.43M | Sell |
4,956
-341
| -6% | -$98.3K | 0.28% | 34 |
|
|
2024
Q4 | $1.28M | Sell |
5,297
-830
| -14% | -$201K | 0.26% | 35 |
|
|
2024
Q3 | $1.49M | Hold |
6,127
| – | – | 0.28% | 30 |
|
|
2024
Q2 | $1.32M | Hold |
6,127
| – | – | 0.26% | 36 |
|
|
2024
Q1 | $1.26M | Hold |
6,127
| – | – | 0.25% | 38 |
|
|
2023
Q4 | $1.17M | Hold |
6,127
| – | – | 0.24% | 41 |
|
|
2023
Q3 | $1.05M | Hold |
6,127
| – | – | 0.25% | 43 |
|
|
2023
Q2 | $1.09M | Hold |
6,127
| – | – | 0.26% | 44 |
|
|
2023
Q1 | $1.12M | Hold |
6,127
| – | – | 0.29% | 42 |
|
|
2022
Q4 | $1.04M | Hold |
6,127
| – | – | 0.28% | 42 |
|
|
2022
Q3 | $948K | Hold |
6,127
| – | – | 0.29% | 38 |
|
|
2022
Q2 | $1.03M | Hold |
6,127
| – | – | 0.29% | 37 |
|
|
2022
Q1 | $1.11M | Hold |
6,127
| – | – | 0.33% | 38 |
|
|
2021
Q4 | $1.05M | Hold |
6,127
| – | – | 0.28% | 42 |
|
|
2021
Q3 | $1.01M | Hold |
6,127
| – | – | 0.28% | 40 |
|
|
2021
Q2 | $1.02M | Hold |
6,127
| – | – | 0.27% | 42 |
|
|
2021
Q1 | $980K | Hold |
6,127
| – | – | 0.3% | 39 |
|
|
2020
Q4 | $1.09M | Hold |
6,127
| – | – | 0.36% | 33 |
|
|
2020
Q3 | $1.09M | Hold |
6,127
| – | – | 0.44% | 30 |
|
|
2020
Q2 | $1.03M | Buy |
+6,127
| New | +$1.03M | 0.45% | 30 |
|