WOSD
WFA of San Diego’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $157K | Buy |
+515
| New | +$157K | 0.12% | 106 |
|
|
2024
Q3 | $48.6K | Hold |
200
| – | – | 0.04% | 187 |
|
|
2024
Q2 | $43K | Buy |
+200
| New | +$43K | 0.04% | 193 |
|
|
2023
Q3 | $34.3K | Hold |
200
| – | – | 0.04% | 200 |
|
|
2023
Q2 | $35.7K | Buy |
+200
| New | +$35.7K | 0.04% | 200 |
|
|
2023
Q1 | – | Sell |
-237
| Closed | -$40.2K | – | 196 |
|
|
2022
Q4 | $40.2K | Buy |
+237
| New | +$40.2K | 0.03% | 212 |
|
|
2022
Q3 | – | Sell |
-102
| Closed | -$17K | – | 193 |
|
|
2022
Q2 | $17K | Buy |
+102
| New | +$17K | 0.01% | 231 |
|
|
2020
Q3 | – | Sell |
-3,465
| Closed | -$503K | – | 137 |
|
|
2020
Q2 | $503K | Buy |
+3,465
| New | +$503K | 0.12% | 155 |
|