AWA
Acorn Wealth Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $873K | Sell |
13,320
-155
| -1% | -$10.2K | 0.32% | 73 |
|
|
2025
Q1 | $834K | Sell |
13,475
-24
| -0.2% | -$1.49K | 0.35% | 65 |
|
|
2024
Q4 | $702K | Sell |
13,499
-3,311
| -20% | -$172K | 0.29% | 78 |
|
|
2024
Q3 | $876K | Sell |
16,810
-2,833
| -14% | -$148K | 0.38% | 57 |
|
|
2024
Q2 | $905K | Hold |
19,643
| – | – | 0.45% | 47 |
|
|
2024
Q1 | $865K | Buy |
19,643
+1,401
| +8% | +$61.7K | 0.45% | 48 |
|
|
2023
Q4 | $746K | Sell |
18,242
-2,252
| -11% | -$92.1K | 0.44% | 49 |
|
|
2023
Q3 | $751K | Sell |
20,494
-1,597
| -7% | -$58.5K | 0.5% | 47 |
|
|
2023
Q2 | $841K | Sell |
22,091
-467
| -2% | -$17.8K | 0.57% | 40 |
|
|
2023
Q1 | $882K | Sell |
22,558
-501
| -2% | -$19.6K | 0.65% | 38 |
|
|
2022
Q4 | $835K | Sell |
23,059
-2,120
| -8% | -$76.8K | 0.64% | 40 |
|
|
2022
Q3 | $830K | Buy |
25,179
+28
| +0.1% | +$923 | 0.68% | 35 |
|
|
2022
Q2 | $902K | Buy |
+25,151
| New | +$902K | 0.71% | 32 |
|
|
2022
Q1 | – | Sell |
-68,145
| Closed | -$1.24M | – | 179 |
|
|
2021
Q4 | $1.24M | Buy |
68,145
+5,912
| +9% | +$107K | 0.79% | 32 |
|
|
2021
Q3 | $1.09M | Buy |
62,233
+3,451
| +6% | +$60.3K | 0.76% | 34 |
|
|
2021
Q2 | $1.04M | Buy |
58,782
+4,360
| +8% | +$76.8K | 0.72% | 32 |
|
|
2021
Q1 | $925K | Buy |
54,422
+8,110
| +18% | +$138K | 0.66% | 39 |
|
|
2020
Q4 | $877K | Buy |
46,312
+2,829
| +7% | +$53.6K | 0.69% | 34 |
|
|
2020
Q3 | $817K | Buy |
43,483
+15,630
| +56% | +$294K | 0.72% | 31 |
|
|
2020
Q2 | $495K | Buy |
27,853
+2,822
| +11% | +$50.2K | 0.46% | 48 |
|
|
2020
Q1 | $411K | Buy |
+25,031
| New | +$411K | 0.46% | 47 |
|