XWM
Xcel Wealth Management’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $854K | Hold |
2,800
| – | – | 0.24% | 70 |
|
|
2025
Q1 | $807K | Sell |
2,800
-20
| -0.7% | -$5.76K | 0.25% | 73 |
|
|
2024
Q4 | $683K | Hold |
2,820
| – | – | 0.19% | 74 |
|
|
2024
Q3 | $685K | Hold |
2,820
| – | – | 0.2% | 72 |
|
|
2024
Q2 | $606K | Sell |
2,820
-130
| -4% | -$28K | 0.19% | 73 |
|
|
2024
Q1 | $607K | Hold |
2,950
| – | – | 0.19% | 75 |
|
|
2023
Q4 | $564K | Buy |
2,950
+230
| +8% | +$44K | 0.2% | 75 |
|
|
2023
Q3 | $466K | Sell |
2,720
-100
| -4% | -$17.1K | 0.18% | 76 |
|
|
2023
Q2 | $503K | Hold |
2,820
| – | – | 0.16% | 90 |
|
|
2023
Q1 | $517K | Hold |
2,820
| – | – | 0.18% | 82 |
|
|
2022
Q4 | $478K | Hold |
2,820
| – | – | 0.19% | 84 |
|
|
2022
Q3 | $436K | Buy |
2,820
+50
| +2% | +$7.73K | 0.16% | 86 |
|
|
2022
Q2 | $467K | Hold |
2,770
| – | – | 0.17% | 80 |
|
|
2022
Q1 | $500K | Hold |
2,770
| – | – | 0.14% | 94 |
|
|
2021
Q4 | $474K | Sell |
2,770
-20
| -0.7% | -$3.42K | 0.12% | 105 |
|
|
2021
Q3 | $458K | Hold |
2,790
| – | – | 0.13% | 102 |
|
|
2021
Q2 | $462K | Buy |
2,790
+20
| +0.7% | +$3.31K | 0.14% | 97 |
|
|
2021
Q1 | $443K | Buy |
2,770
+50
| +2% | +$8K | 0.16% | 92 |
|
|
2020
Q4 | $485K | Hold |
2,720
| – | – | 0.21% | 79 |
|
|
2020
Q3 | $481K | Buy |
+2,720
| New | +$481K | 0.25% | 74 |
|