WMA
Wealth Management Associates’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.42M | Sell |
14,492
-416
| -3% | -$127K | 1.72% | 14 |
|
|
2025
Q1 | $4.3M | Buy |
14,908
+638
| +4% | +$184K | 1.84% | 14 |
|
|
2024
Q4 | $3.46M | Buy |
14,270
+3,581
| +34% | +$867K | 1.48% | 15 |
|
|
2024
Q3 | $2.6M | Buy |
10,689
+287
| +3% | +$69.8K | 1.14% | 17 |
|
|
2024
Q2 | $2.24M | Hold |
10,402
| – | – | 1.05% | 19 |
|
|
2024
Q1 | $2.24M | Sell |
10,402
-347
| -3% | -$74.6K | 1.05% | 19 |
|
|
2023
Q4 | $2.05M | Sell |
10,749
-148
| -1% | -$28.3K | 1.08% | 19 |
|
|
2023
Q3 | $1.87M | Sell |
10,897
-185
| -2% | -$31.7K | 1.09% | 20 |
|
|
2023
Q2 | $1.98M | Buy |
11,082
+483
| +5% | +$86.1K | 1.12% | 20 |
|
|
2023
Q1 | $1.94M | Buy |
10,599
+6
| +0.1% | +$1.1K | 1.2% | 19 |
|
|
2022
Q4 | $1.8M | Sell |
10,593
-414
| -4% | -$70.2K | 1.2% | 20 |
|
|
2022
Q3 | $1.7M | Buy |
11,007
+133
| +1% | +$20.6K | 1.2% | 17 |
|
|
2022
Q2 | $1.83M | Buy |
10,874
+498
| +5% | +$83.9K | 1.25% | 18 |
|
|
2022
Q1 | $1.87M | Buy |
10,376
+148
| +1% | +$26.7K | 1.06% | 19 |
|
|
2021
Q4 | $1.75M | Buy |
10,228
+503
| +5% | +$86K | 0.94% | 21 |
|
|
2021
Q3 | $1.6M | Sell |
9,725
-215
| -2% | -$35.3K | 0.93% | 21 |
|
|
2021
Q2 | $1.65M | Sell |
9,940
-34
| -0.3% | -$5.63K | 0.93% | 19 |
|
|
2021
Q1 | $1.6M | Buy |
9,974
+194
| +2% | +$31K | 1.01% | 19 |
|
|
2020
Q4 | $1.74M | Sell |
9,780
-5,974
| -38% | -$1.07M | 1.15% | 18 |
|
|
2020
Q3 | $2.79M | Buy |
15,754
+2,470
| +19% | +$437K | 2.16% | 12 |
|
|
2020
Q2 | $2.22M | Buy |
13,284
+757
| +6% | +$127K | 1.87% | 13 |
|
|
2020
Q1 | $1.85M | Buy |
12,527
+4,400
| +54% | +$651K | 1.87% | 15 |
|
|
2019
Q4 | $1.16M | Buy |
8,127
+791
| +11% | +$113K | 0.83% | 28 |
|
|
2019
Q3 | $1.02M | Buy |
7,336
+86
| +1% | +$11.9K | 0.82% | 28 |
|
|
2019
Q2 | $966K | Sell |
7,250
-147
| -2% | -$19.6K | 0.96% | 30 |
|
|
2019
Q1 | $903K | Sell |
7,397
-732
| -9% | -$89.3K | 0.98% | 28 |
|
|
2018
Q4 | $986K | Buy |
+8,129
| New | +$986K | 1.33% | 23 |
|