WAM
WealthTrust Asset Management’s SPDR Gold Trust GLD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.6M | Sell |
5,260
-2,303
| -30% | -$702K | 1.2% | 18 |
|
2025
Q1 | $2.18M | Buy |
7,563
+1,926
| +34% | +$555K | 1.62% | 14 |
|
2024
Q4 | $1.36M | Sell |
5,637
-7,582
| -57% | -$1.84M | 0.98% | 25 |
|
2024
Q3 | $3.21M | Buy |
13,219
+1,646
| +14% | +$400K | 2.39% | 9 |
|
2024
Q2 | $2.49M | Buy |
11,573
+372
| +3% | +$80K | 1.82% | 16 |
|
2024
Q1 | $2.3M | Sell |
11,201
-11,989
| -52% | -$2.47M | 1.75% | 15 |
|
2023
Q4 | $4.43M | Sell |
23,190
-2,047
| -8% | -$391K | 3.73% | 7 |
|
2023
Q3 | $4.33M | Sell |
25,237
-211
| -0.8% | -$36.2K | 4.03% | 6 |
|
2023
Q2 | $4.54M | Buy |
25,448
+4,333
| +21% | +$772K | 4.11% | 6 |
|
2023
Q1 | $3.87M | Buy |
21,115
+5,053
| +31% | +$926K | 3.68% | 6 |
|
2022
Q4 | $2.72M | Sell |
16,062
-1,595
| -9% | -$271K | 2.64% | 10 |
|
2022
Q3 | $2.73M | Sell |
17,657
-2,130
| -11% | -$329K | 2.88% | 7 |
|
2022
Q2 | $3.33M | Buy |
19,787
+16,439
| +491% | +$2.77M | 3.15% | 9 |
|
2022
Q1 | $605K | Sell |
3,348
-6,645
| -66% | -$1.2M | 0.43% | 43 |
|
2021
Q4 | $1.71M | Sell |
9,993
-159
| -2% | -$27.2K | 1.14% | 33 |
|
2021
Q3 | $1.67M | Sell |
10,152
-52
| -0.5% | -$8.54K | 1.48% | 27 |
|
2021
Q2 | $1.69M | Buy |
+10,204
| New | +$1.69M | 1.47% | 31 |
|