TSWM
Tyler-Stone 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 | $4.85M | Buy |
15,925
+269
| +2% | +$82K | 0.78% | 30 |
|
|
2025
Q1 | $4.51M | Buy |
15,656
+756
| +5% | +$218K | 0.81% | 30 |
|
|
2024
Q4 | $3.61M | Buy |
14,900
+2,168
| +17% | +$525K | 0.64% | 35 |
|
|
2024
Q3 | $3.09M | Buy |
12,732
+6,076
| +91% | +$1.48M | 0.58% | 36 |
|
|
2024
Q2 | $1.43M | Sell |
6,656
-201
| -3% | -$43.2K | 0.59% | 37 |
|
|
2024
Q1 | $1.41M | Sell |
6,857
-335
| -5% | -$68.9K | 0.62% | 36 |
|
|
2023
Q4 | $1.37M | Sell |
7,192
-180
| -2% | -$34.4K | 0.69% | 33 |
|
|
2023
Q3 | $1.26M | Sell |
7,372
-248
| -3% | -$42.5K | 0.72% | 32 |
|
|
2023
Q2 | $1.36M | Buy |
+7,620
| New | +$1.36M | 0.77% | 30 |
|
|
2022
Q4 | $1.3M | Sell |
7,677
-571
| -7% | -$96.8K | 0.89% | 25 |
|
|
2022
Q3 | $1.28M | Sell |
8,248
-2,925
| -26% | -$453K | 0.97% | 23 |
|
|
2022
Q2 | $1.88M | Sell |
11,173
-436
| -4% | -$73.4K | 1.25% | 18 |
|
|
2022
Q1 | $2.1M | Buy |
11,609
+280
| +2% | +$50.6K | 1.15% | 20 |
|
|
2021
Q4 | $1.94M | Buy |
+11,329
| New | +$1.94M | 1.02% | 23 |
|