WWM
WT Wealth Management’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $754K | Buy |
2,616
+201
| +8% | +$57.9K | 0.24% | 69 |
|
|
2024
Q4 | $585K | Sell |
2,415
-887
| -27% | -$215K | 0.18% | 81 |
|
|
2024
Q3 | $830K | Buy |
3,302
+1,840
| +126% | +$462K | 0.27% | 71 |
|
|
2024
Q2 | $314K | Buy |
+1,462
| New | +$314K | 0.11% | 94 |
|
|
2022
Q2 | – | Sell |
-1,129
| Closed | -$204K | – | 110 |
|
|
2022
Q1 | $204K | Sell |
1,129
-1,269
| -53% | -$229K | 0.08% | 116 |
|
|
2021
Q4 | $410K | Sell |
2,398
-24,310
| -91% | -$4.16M | 0.15% | 95 |
|
|
2021
Q3 | $4.39M | Buy |
26,708
+4,766
| +22% | +$783K | 1.69% | 14 |
|
|
2021
Q2 | $3.63M | Buy |
21,942
+4,634
| +27% | +$767K | 1.47% | 18 |
|
|
2021
Q1 | $2.77M | Buy |
17,308
+4,110
| +31% | +$658K | 1.28% | 20 |
|
|
2020
Q4 | $2.35M | Buy |
13,198
+7,718
| +141% | +$1.38M | 1.28% | 17 |
|
|
2020
Q3 | $970K | Buy |
5,480
+3,545
| +183% | +$627K | 0.64% | 45 |
|
|
2020
Q2 | $323K | Sell |
1,935
-35
| -2% | -$5.84K | 0.26% | 68 |
|
|
2020
Q1 | $291K | Sell |
1,970
-575
| -23% | -$84.9K | 0.31% | 57 |
|
|
2019
Q4 | $363K | Buy |
2,545
+340
| +15% | +$48.5K | 0.28% | 65 |
|
|
2019
Q3 | $306K | Buy |
+2,205
| New | +$306K | 0.27% | 64 |
|