Aquire Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $460K | Hold |
1,510
| – | – | 0.12% | 32 |
|
|
2025
Q1 | $435K | Sell |
1,510
-61
| -4% | -$17.6K | 0.13% | 35 |
|
|
2024
Q4 | $380K | Buy |
1,571
+71
| +5% | +$17.2K | 0.12% | 36 |
|
|
2024
Q3 | $365K | Sell |
1,500
-4
| -0.3% | -$972 | 0.11% | 35 |
|
|
2024
Q2 | $323K | Hold |
1,504
| – | – | 0.11% | 36 |
|
|
2024
Q1 | $309K | Hold |
1,504
| – | – | 0.11% | 38 |
|
|
2023
Q4 | $288K | Sell |
1,504
-29
| -2% | -$5.54K | 0.11% | 34 |
|
|
2023
Q3 | $263K | Buy |
1,533
+33
| +2% | +$5.66K | 0.11% | 33 |
|
|
2023
Q2 | $267K | Hold |
1,500
| – | – | 0.11% | 34 |
|
|
2023
Q1 | $275K | Hold |
1,500
| – | – | 0.12% | 32 |
|
|
2022
Q4 | $254K | Hold |
1,500
| – | – | 0.13% | 30 |
|
|
2022
Q3 | $232K | Hold |
1,500
| – | – | 0.13% | 32 |
|
|
2022
Q2 | $253K | Hold |
1,500
| – | – | 0.15% | 31 |
|
|
2022
Q1 | $271K | Hold |
1,500
| – | – | 0.14% | 32 |
|
|
2021
Q4 | $256K | Buy |
+1,500
| New | +$256K | 0.13% | 34 |
|