ULWM
Upper Left 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 | $1.45M | Sell |
4,772
-776
| -14% | -$237K | 0.97% | 30 |
|
|
2025
Q1 | $1.6M | Sell |
5,548
-291
| -5% | -$83.8K | 1.15% | 28 |
|
|
2024
Q4 | $1.41M | Sell |
5,839
-132
| -2% | -$32K | 1.21% | 28 |
|
|
2024
Q3 | $1.38M | Sell |
5,971
-55
| -0.9% | -$12.7K | 1.21% | 28 |
|
|
2024
Q2 | $1.3M | Buy |
6,026
+847
| +16% | +$182K | 1.17% | 26 |
|
|
2024
Q1 | $1.07M | Sell |
5,179
-115
| -2% | -$23.7K | 0.99% | 30 |
|
|
2023
Q4 | $1.01M | Sell |
5,294
-449
| -8% | -$85.8K | 0.99% | 29 |
|
|
2023
Q3 | $985K | Sell |
5,743
-303
| -5% | -$51.9K | 1.02% | 26 |
|
|
2023
Q2 | $1.08M | Sell |
6,046
-283
| -4% | -$50.5K | 1.2% | 27 |
|
|
2023
Q1 | $1.16M | Sell |
6,329
-962
| -13% | -$176K | 1.32% | 23 |
|
|
2022
Q4 | $1.24M | Sell |
7,291
-913
| -11% | -$155K | 1.46% | 24 |
|
|
2022
Q3 | $1.29M | Sell |
8,204
-2,355
| -22% | -$371K | 1.68% | 21 |
|
|
2022
Q2 | $1.78M | Sell |
10,559
-214
| -2% | -$36.1K | 2.06% | 19 |
|
|
2022
Q1 | $1.93M | Sell |
10,773
-585
| -5% | -$105K | 2% | 21 |
|
|
2021
Q4 | $1.94M | Buy |
+11,358
| New | +$1.94M | 1.94% | 19 |
|