AWA
Amplius 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 | $2.63M | Sell |
8,621
-377
| -4% | -$115K | 0.24% | 52 |
|
|
2025
Q1 | $2.59M | Sell |
8,998
-290
| -3% | -$83.6K | 0.27% | 48 |
|
|
2024
Q4 | $2.25M | Buy |
9,288
+35
| +0.4% | +$8.48K | 0.23% | 49 |
|
|
2024
Q3 | $2.25M | Sell |
9,253
-153
| -2% | -$37.2K | 0.25% | 47 |
|
|
2024
Q2 | $2.02M | Sell |
9,406
-1,614
| -15% | -$347K | 0.23% | 52 |
|
|
2024
Q1 | $2.27M | Sell |
11,020
-538
| -5% | -$111K | 0.25% | 50 |
|
|
2023
Q4 | $2.21M | Sell |
11,558
-1,311
| -10% | -$251K | 0.27% | 53 |
|
|
2023
Q3 | $2.21M | Sell |
12,869
-962
| -7% | -$165K | 0.3% | 46 |
|
|
2023
Q2 | $2.47M | Sell |
13,831
-385
| -3% | -$68.6K | 0.33% | 47 |
|
|
2023
Q1 | $2.6M | Sell |
14,216
-4,808
| -25% | -$881K | 0.37% | 42 |
|
|
2022
Q4 | $3.23M | Sell |
19,024
-6,499
| -25% | -$1.1M | 0.52% | 37 |
|
|
2022
Q3 | $3.95M | Sell |
25,523
-3,819
| -13% | -$591K | 0.71% | 31 |
|
|
2022
Q2 | $4.94M | Sell |
29,342
-3,678
| -11% | -$620K | 0.8% | 27 |
|
|
2022
Q1 | $5.97M | Sell |
33,020
-1,623
| -5% | -$293K | 0.92% | 26 |
|
|
2021
Q4 | $5.92M | Buy |
+34,643
| New | +$5.92M | 0.82% | 27 |
|