WIM
Westside Investment Management’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.34M | Sell |
20,780
-746
| -3% | -$227K | 1.17% | 19 |
|
|
2025
Q1 | $6.2M | Sell |
21,526
-345
| -2% | -$99.4K | 1.32% | 15 |
|
|
2024
Q4 | $5.3M | Sell |
21,871
-410
| -2% | -$99.3K | 1.12% | 22 |
|
|
2024
Q3 | $5.41M | Sell |
22,281
-25
| -0.1% | -$6.07K | 1.15% | 20 |
|
|
2024
Q2 | $4.8M | Sell |
22,306
-138
| -0.6% | -$29.7K | 1.1% | 20 |
|
|
2024
Q1 | $4.62M | Sell |
22,444
-565
| -2% | -$116K | 1.11% | 21 |
|
|
2023
Q4 | $4.4M | Buy |
23,009
+120
| +0.5% | +$22.9K | 1.12% | 21 |
|
|
2023
Q3 | $3.92M | Buy |
22,889
+345
| +2% | +$59.2K | 1.13% | 23 |
|
|
2023
Q2 | $4.02M | Sell |
22,544
-5,346
| -19% | -$953K | 1.13% | 21 |
|
|
2023
Q1 | $5.11M | Sell |
27,890
-110
| -0.4% | -$20.2K | 1.5% | 14 |
|
|
2022
Q4 | $56K | Buy |
28,000
+760
| +3% | +$1.52K | 0.14% | 121 |
|
|
2022
Q3 | $50.6K | Sell |
27,240
-361
| -1% | -$670 | 0.12% | 127 |
|
|
2022
Q2 | $67.4K | Sell |
27,601
-728
| -3% | -$1.78K | 0.15% | 115 |
|
|
2022
Q1 | $67.9K | Sell |
28,329
-213
| -0.7% | -$510 | 0.15% | 115 |
|
|
2021
Q4 | $47.6K | Buy |
28,542
+113
| +0.4% | +$188 | 0.11% | 127 |
|
|
2021
Q3 | $45.7K | Buy |
28,429
+2,134
| +8% | +$3.43K | 0.11% | 127 |
|
|
2021
Q2 | $45.7K | Buy |
26,295
+854
| +3% | +$1.49K | 0.11% | 125 |
|
|
2021
Q1 | $44K | Buy |
25,441
+538
| +2% | +$931 | 0.12% | 117 |
|
|
2020
Q4 | $22.3K | Buy |
24,903
+3,255
| +15% | +$2.91K | 0.06% | 126 |
|
|
2020
Q3 | $21.5K | Sell |
21,648
-207
| -0.9% | -$206 | 0.01% | 125 |
|
|
2020
Q2 | $20.4K | Sell |
21,855
-742
| -3% | -$692 | 0.01% | 108 |
|
|
2020
Q1 | $66.2K | Buy |
+22,597
| New | +$66.2K | 0.05% | 70 |
|
|
2019
Q2 | $15K | Buy |
+21,360
| New | +$15K | 0.03% | 65 |
|
|
2018
Q4 | $2.52M | Sell |
20,796
-68
| -0.3% | -$8.25K | 0.92% | 11 |
|
|
2018
Q3 | $2.25M | Sell |
20,864
-6,935
| -25% | -$747K | 0.72% | 16 |
|
|
2018
Q2 | $3.27M | Buy |
27,799
+1,082
| +4% | +$127K | 1.15% | 10 |
|
|
2018
Q1 | $3.4M | Buy |
26,717
+221
| +0.8% | +$28.1K | 1.87% | 9 |
|
|
2017
Q4 | $3.32M | Buy |
26,496
+900
| +4% | +$113K | 1.8% | 10 |
|
|
2017
Q3 | $3.12M | Buy |
25,596
+1,159
| +5% | +$141K | 1.89% | 8 |
|
|
2017
Q2 | $2.82M | Buy |
24,437
+3,594
| +17% | +$415K | 1.84% | 7 |
|
|
2017
Q1 | $2.49M | Buy |
20,843
+16,467
| +376% | +$1.97M | 1.19% | 9 |
|
|
2016
Q4 | $497K | Buy |
+4,376
| New | +$497K | 0.34% | 46 |
|