WBC
West Branch Capital’s SPDR Gold Trust GLD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $86K | Buy |
282
+82
| +41% | +$25K | 0.03% | 119 |
|
2025
Q1 | $57.6K | Hold |
200
| – | – | 0.02% | 144 |
|
2024
Q4 | $48.4K | Hold |
200
| – | – | 0.02% | 154 |
|
2024
Q3 | $48.6K | Hold |
200
| – | – | 0.02% | 159 |
|
2024
Q2 | $43K | Hold |
200
| – | – | 0.02% | 166 |
|
2024
Q1 | $41.1K | Hold |
200
| – | – | 0.02% | 172 |
|
2023
Q4 | $38.2K | Sell |
200
-230
| -53% | -$44K | 0.02% | 178 |
|
2023
Q3 | $73.7K | Hold |
430
| – | – | 0.04% | 135 |
|
2023
Q2 | $76.7K | Hold |
430
| – | – | 0.04% | 133 |
|
2023
Q1 | $78.8K | Sell |
430
-409
| -49% | -$74.9K | 0.04% | 126 |
|
2022
Q4 | $142K | Buy |
839
+409
| +95% | +$69.4K | 0.09% | 90 |
|
2022
Q3 | $67K | Hold |
430
| – | – | 0.04% | 147 |
|
2022
Q2 | $72K | Hold |
430
| – | – | 0.04% | 145 |
|
2022
Q1 | $78K | Sell |
430
-550
| -56% | -$99.8K | 0.04% | 151 |
|
2021
Q4 | $168K | Buy |
980
+225
| +30% | +$38.6K | 0.07% | 101 |
|
2021
Q3 | $124K | Buy |
755
+180
| +31% | +$29.6K | 0.06% | 116 |
|
2021
Q2 | $95K | Buy |
+575
| New | +$95K | 0.05% | 143 |
|