WMG Financial Advisors’s SPDR Gold Trust GLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.36M | Buy |
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|
2025
Q2 | $2.23M | Buy |
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|
2025
Q1 | $1.6M | Buy |
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|
2024
Q4 | $1.29M | Buy |
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|
2024
Q3 | $1.09M | Buy |
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|
2024
Q2 | $900K | Buy |
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|
2024
Q1 | $716K | Buy |
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|
2023
Q4 | $656K | Buy |
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|
2023
Q3 | $586K | Sell |
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|
2023
Q2 | $937K | Buy |
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|
2023
Q1 | $409K | Buy |
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|
2022
Q4 | $340K | Sell |
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|
2022
Q3 | $311K | Sell |
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|
2022
Q2 | $339K | Buy |
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|
2022
Q1 | $351K | Hold |
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|
2021
Q4 | $333K | Buy |
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