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Strategic Wealth Investment Group, LLC → GLD
Strategic Wealth Investment Group, LLC GLD Position History
SPDR Gold Shares • Basic Materials
Quarters held
5
Latest value
$20.2M
Q3 2026
Peak value
$30.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $30.5M |
| Q4 2025 | $19.7M |
| Q1 2026 | $20.7M |
| Q2 2026 | $19.6M |
| Q3 2026 | $20.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $20.2M | 52.9K | — | — |
| Q2 2026 | $19.6M | 53.3K | — | — |
| Q1 2026 | $20.7M | 48.2K | — | — |
| Q4 2025 | $19.7M | 49.8K | — | — |
| Q3 2025 | $30.5M | 85.8K | — | — |