AWA
Acorn Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Buy |
4,831
+16
| +0.3% | +$4.88K | 0.55% | 44 |
|
|
2025
Q1 | $1.39M | Buy |
4,815
+122
| +3% | +$35.2K | 0.58% | 40 |
|
|
2024
Q4 | $1.14M | Buy |
4,693
+1,451
| +45% | +$351K | 0.47% | 48 |
|
|
2024
Q3 | $788K | Buy |
3,242
+44
| +1% | +$10.7K | 0.34% | 66 |
|
|
2024
Q2 | $688K | Buy |
3,198
+66
| +2% | +$14.2K | 0.34% | 69 |
|
|
2024
Q1 | $644K | Buy |
3,132
+47
| +2% | +$9.67K | 0.34% | 67 |
|
|
2023
Q4 | $590K | Sell |
3,085
-61
| -2% | -$11.7K | 0.35% | 63 |
|
|
2023
Q3 | $539K | Sell |
3,146
-271
| -8% | -$46.5K | 0.36% | 62 |
|
|
2023
Q2 | $609K | Buy |
3,417
+135
| +4% | +$24.1K | 0.42% | 58 |
|
|
2023
Q1 | $601K | Buy |
3,282
+51
| +2% | +$9.34K | 0.44% | 49 |
|
|
2022
Q4 | $548K | Sell |
3,231
-365
| -10% | -$61.9K | 0.42% | 57 |
|
|
2022
Q3 | $556K | Sell |
3,596
-131
| -4% | -$20.3K | 0.46% | 48 |
|
|
2022
Q2 | $628K | Buy |
3,727
+4
| +0.1% | +$674 | 0.5% | 44 |
|
|
2022
Q1 | $673K | Buy |
3,723
+448
| +14% | +$81K | 0.46% | 48 |
|
|
2021
Q4 | $560K | Hold |
3,275
| – | – | 0.36% | 68 |
|
|
2021
Q3 | $538K | Buy |
3,275
+144
| +5% | +$23.7K | 0.38% | 62 |
|
|
2021
Q2 | $519K | Buy |
3,131
+332
| +12% | +$55K | 0.36% | 66 |
|
|
2021
Q1 | $448K | Buy |
2,799
+57
| +2% | +$9.12K | 0.32% | 74 |
|
|
2020
Q4 | $489K | Buy |
2,742
+630
| +30% | +$112K | 0.39% | 58 |
|
|
2020
Q3 | $374K | Sell |
2,112
-256
| -11% | -$45.3K | 0.33% | 67 |
|
|
2020
Q2 | $396K | Buy |
2,368
+6
| +0.3% | +$1K | 0.37% | 55 |
|
|
2020
Q1 | $366K | Buy |
2,362
+97
| +4% | +$15K | 0.41% | 53 |
|
|
2019
Q4 | $335K | Buy |
2,265
+47
| +2% | +$6.95K | 0.28% | 77 |
|
|
2019
Q3 | $306K | Sell |
2,218
-54
| -2% | -$7.45K | 0.26% | 81 |
|
|
2019
Q2 | $322K | Buy |
2,272
+95
| +4% | +$13.5K | 0.29% | 70 |
|
|
2019
Q1 | $265K | Buy |
2,177
+416
| +24% | +$50.6K | 0.24% | 98 |
|
|
2018
Q4 | $215K | Buy |
+1,761
| New | +$215K | 0.22% | 102 |
|
|
2018
Q3 | – | Sell |
-1,751
| Closed | -$206K | – | 248 |
|
|
2018
Q2 | $206K | Hold |
1,751
| – | – | 0.18% | 112 |
|
|
2018
Q1 | $218K | Hold |
1,751
| – | – | 0.19% | 104 |
|
|
2017
Q4 | $219K | Buy |
+1,751
| New | +$219K | 0.2% | 93 |
|