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Taylor & Morgan Wealth Management, LLC → GLD
Taylor & Morgan Wealth Management, LLC GLD Position History
SPDR Gold Shares • Basic Materials
Quarters held
5
Latest value
$3.4M
Q3 2026
Peak value
$3.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.1M |
| Q4 2025 | $3.7M |
| Q1 2026 | $3.9M |
| Q2 2026 | $3.4M |
| Q3 2026 | $3.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.4M | 9.0K | — | — |
| Q2 2026 | $3.4M | 9.2K | — | — |
| Q1 2026 | $3.9M | 9.2K | — | — |
| Q4 2025 | $3.7M | 9.2K | — | — |
| Q3 2025 | $1.1M | 3.1K | — | — |