WMG Financial Advisors’s SPDR Gold Trust GLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.23M | Buy |
7,317
+1,755
| +32% | +$535K | 0.83% | 20 |
|
|
2025
Q1 | $1.6M | Buy |
5,562
+218
| +4% | +$62.8K | 0.68% | 26 |
|
|
2024
Q4 | $1.29M | Buy |
5,344
+851
| +19% | +$206K | 0.56% | 33 |
|
|
2024
Q3 | $1.09M | Buy |
4,493
+307
| +7% | +$74.6K | 0.49% | 40 |
|
|
2024
Q2 | $900K | Buy |
4,186
+704
| +20% | +$151K | 0.48% | 39 |
|
|
2024
Q1 | $716K | Buy |
3,482
+52
| +2% | +$10.7K | 0.41% | 49 |
|
|
2023
Q4 | $656K | Buy |
3,430
+12
| +0.4% | +$2.29K | 0.43% | 47 |
|
|
2023
Q3 | $586K | Sell |
3,418
-1,840
| -35% | -$315K | 0.5% | 46 |
|
|
2023
Q2 | $937K | Buy |
5,258
+3,028
| +136% | +$540K | 0.69% | 40 |
|
|
2023
Q1 | $409K | Buy |
2,230
+224
| +11% | +$41K | 0.34% | 61 |
|
|
2022
Q4 | $340K | Sell |
2,006
-4
| -0.2% | -$679 | 0.29% | 76 |
|
|
2022
Q3 | $311K | Sell |
2,010
-1
| -0% | -$155 | 0.28% | 76 |
|
|
2022
Q2 | $339K | Buy |
2,011
+66
| +3% | +$11.1K | 0.29% | 77 |
|
|
2022
Q1 | $351K | Hold |
1,945
| – | – | 0.26% | 94 |
|
|
2021
Q4 | $333K | Buy |
+1,945
| New | +$333K | 0.26% | 105 |
|