AWA
Alta 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 | $1.3M | Buy |
4,251
+397
| +10% | +$121K | 0.61% | 41 |
|
|
2025
Q1 | $1.11M | Buy |
3,854
+724
| +23% | +$209K | 0.51% | 48 |
|
|
2024
Q4 | $758K | Sell |
3,130
-20
| -0.6% | -$4.84K | 0.33% | 59 |
|
|
2024
Q3 | $766K | Sell |
3,150
-46
| -1% | -$11.2K | 0.35% | 61 |
|
|
2024
Q2 | $687K | Buy |
3,196
+9
| +0.3% | +$1.94K | 0.34% | 64 |
|
|
2024
Q1 | $656K | Sell |
3,187
-43
| -1% | -$8.85K | 0.33% | 69 |
|
|
2023
Q4 | $617K | Buy |
3,230
+657
| +26% | +$126K | 0.34% | 71 |
|
|
2023
Q3 | $441K | Hold |
2,573
| – | – | 0.27% | 93 |
|
|
2023
Q2 | $459K | Buy |
2,573
+573
| +29% | +$102K | 0.27% | 97 |
|
|
2023
Q1 | $366K | Buy |
2,000
+184
| +10% | +$33.7K | 0.23% | 107 |
|
|
2022
Q4 | $308K | Buy |
1,816
+69
| +4% | +$11.7K | 0.21% | 119 |
|
|
2022
Q3 | $270K | Hold |
1,747
| – | – | 0.19% | 121 |
|
|
2022
Q2 | $294K | Buy |
1,747
+17
| +1% | +$2.86K | 0.2% | 120 |
|
|
2022
Q1 | $313K | Buy |
1,730
+110
| +7% | +$19.9K | 0.19% | 126 |
|
|
2021
Q4 | $277K | Sell |
1,620
-60
| -4% | -$10.3K | 0.17% | 130 |
|
|
2021
Q3 | $276K | Hold |
1,680
| – | – | 0.2% | 126 |
|
|
2021
Q2 | $278K | Buy |
+1,680
| New | +$278K | 0.2% | 127 |
|