AWA
Arkadios 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 | $15.5M | Buy |
50,851
+5,064
| +11% | +$1.54M | 0.46% | 35 |
|
|
2025
Q1 | $13.2M | Buy |
45,787
+6,247
| +16% | +$1.8M | 0.5% | 35 |
|
|
2024
Q4 | $9.57M | Buy |
39,540
+4,275
| +12% | +$1.04M | 0.52% | 32 |
|
|
2024
Q3 | $8.57M | Buy |
35,265
+20,942
| +146% | +$5.09M | 0.49% | 38 |
|
|
2024
Q2 | $3.08M | Buy |
14,323
+4,766
| +50% | +$1.02M | 0.21% | 99 |
|
|
2024
Q1 | $1.97M | Sell |
9,557
-13,993
| -59% | -$2.88M | 0.15% | 148 |
|
|
2023
Q4 | $4.5M | Sell |
23,550
-3,007
| -11% | -$575K | 0.38% | 55 |
|
|
2023
Q3 | $4.55M | Buy |
26,557
+15,090
| +132% | +$2.59M | 0.43% | 51 |
|
|
2023
Q2 | $2.04M | Buy |
11,467
+106
| +0.9% | +$18.9K | 0.24% | 104 |
|
|
2023
Q1 | $2.08M | Buy |
11,361
+2,824
| +33% | +$517K | 0.25% | 110 |
|
|
2022
Q4 | $1.45M | Buy |
8,537
+1,511
| +22% | +$256K | 0.19% | 130 |
|
|
2022
Q3 | $1.09M | Sell |
7,026
-6,947
| -50% | -$1.07M | 0.16% | 149 |
|
|
2022
Q2 | $2.35M | Sell |
13,973
-74
| -0.5% | -$12.5K | 0.35% | 73 |
|
|
2022
Q1 | $2.54M | Buy |
14,047
+2,095
| +18% | +$379K | 0.33% | 77 |
|
|
2021
Q4 | $2.04M | Buy |
11,952
+914
| +8% | +$156K | 0.27% | 90 |
|
|
2021
Q3 | $1.81M | Sell |
11,038
-6,242
| -36% | -$1.02M | 0.26% | 97 |
|
|
2021
Q2 | $2.86M | Sell |
17,280
-769
| -4% | -$127K | 0.35% | 72 |
|
|
2021
Q1 | $2.89M | Sell |
18,049
-6,058
| -25% | -$969K | 0.48% | 51 |
|
|
2020
Q4 | $4.3M | Buy |
24,107
+12,303
| +104% | +$2.19M | 0.9% | 25 |
|
|
2020
Q3 | $2.1M | Buy |
11,804
+1,067
| +10% | +$190K | 1.06% | 16 |
|
|
2020
Q2 | $1.83M | Buy |
10,737
+4,547
| +73% | +$774K | 1.01% | 17 |
|
|
2020
Q1 | $916K | Buy |
6,190
+1,619
| +35% | +$240K | 0.58% | 39 |
|
|
2019
Q4 | $678K | Buy |
+4,571
| New | +$678K | 0.41% | 56 |
|