TW
Transform Wealth’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $10.3M | Buy |
35,586
+127
| +0.4% | +$36.6K | 0.62% | 54 |
|
|
2024
Q4 | $8.59M | Buy |
35,459
+13,004
| +58% | +$3.15M | 0.48% | 53 |
|
|
2024
Q3 | $5.46M | Sell |
22,455
-96
| -0.4% | -$23.3K | 0.36% | 65 |
|
|
2024
Q2 | $4.85M | Buy |
22,551
+270
| +1% | +$58.1K | 0.36% | 70 |
|
|
2024
Q1 | $4.58M | Sell |
22,281
-1,193
| -5% | -$245K | 0.44% | 72 |
|
|
2023
Q4 | $4.49M | Buy |
23,474
+82
| +0.4% | +$15.7K | 0.44% | 76 |
|
|
2023
Q3 | $4.01M | Sell |
23,392
-22,810
| -49% | -$3.91M | 0.42% | 75 |
|
|
2023
Q2 | $8.24M | Sell |
46,202
-300
| -0.6% | -$53.5K | 0.74% | 41 |
|
|
2023
Q1 | $8.52M | Buy |
46,502
+23,471
| +102% | +$4.3M | 0.8% | 41 |
|
|
2022
Q4 | $3.91M | Buy |
+23,031
| New | +$3.91M | 0.44% | 70 |
|
|
2017
Q2 | – | Sell |
-4,493
| Closed | -$533K | – | 73 |
|
|
2017
Q1 | $533K | Sell |
4,493
-150
| -3% | -$17.8K | 0.2% | 148 |
|
|
2016
Q4 | $509K | Buy |
4,643
+700
| +18% | +$76.7K | 0.2% | 144 |
|
|
2016
Q3 | $495K | Sell |
3,943
-982
| -20% | -$123K | 0.21% | 134 |
|
|
2016
Q2 | $623K | Buy |
+4,925
| New | +$623K | 0.26% | 124 |
|