WAM
Worth Asset Management’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,881
| Closed | -$1.05M | – | 216 |
|
|
2023
Q2 | $1.05M | Buy |
5,881
+1,092
| +23% | +$195K | 0.8% | 30 |
|
|
2023
Q1 | $877K | Buy |
4,789
+3,503
| +272% | +$642K | 0.67% | 29 |
|
|
2022
Q4 | $218K | Buy |
1,286
+939
| +271% | +$159K | 0.15% | 69 |
|
|
2022
Q3 | $54K | Buy |
347
+147
| +74% | +$22.9K | 0.04% | 138 |
|
|
2022
Q2 | $34K | Sell |
200
-13
| -6% | -$2.21K | 0.02% | 242 |
|
|
2022
Q1 | $36K | Buy |
+213
| New | +$36K | 0.02% | 245 |
|