AWAG
ARS Wealth Advisors Group’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.7M | Sell |
61,416
-4,536
| -7% | -$1.38M | 2.16% | 16 |
|
|
2025
Q1 | $19M | Sell |
65,952
-3,404
| -5% | -$981K | 2.68% | 14 |
|
|
2024
Q4 | $16.8M | Sell |
69,356
-251
| -0.4% | -$60.8K | 2.31% | 15 |
|
|
2024
Q3 | $16.9M | Sell |
69,607
-361
| -0.5% | -$87.7K | 2.08% | 19 |
|
|
2024
Q2 | $15M | Buy |
69,968
+156
| +0.2% | +$33.5K | 1.95% | 20 |
|
|
2024
Q1 | $14.4M | Sell |
69,812
-5,868
| -8% | -$1.21M | 1.94% | 19 |
|
|
2023
Q4 | $14.5M | Sell |
75,680
-14,400
| -16% | -$2.75M | 2.14% | 16 |
|
|
2023
Q3 | $15.4M | Buy |
90,080
+1,108
| +1% | +$190K | 2.53% | 11 |
|
|
2023
Q2 | $15.9M | Buy |
88,972
+8,060
| +10% | +$1.44M | 2.52% | 10 |
|
|
2023
Q1 | $14.8M | Buy |
80,912
+2,610
| +3% | +$478K | 2.73% | 10 |
|
|
2022
Q4 | $13.3M | Buy |
78,302
+1,587
| +2% | +$269K | 2.19% | 11 |
|
|
2022
Q3 | $11.9M | Buy |
76,715
+1,969
| +3% | +$305K | 1.81% | 15 |
|
|
2022
Q2 | $12.6M | Buy |
74,746
+8,299
| +12% | +$1.4M | 1.73% | 16 |
|
|
2022
Q1 | $12M | Buy |
66,447
+1,407
| +2% | +$254K | 2.09% | 18 |
|
|
2021
Q4 | $11.1M | Sell |
65,040
-777
| -1% | -$133K | 1.87% | 19 |
|
|
2021
Q3 | $10.8M | Buy |
+65,817
| New | +$10.8M | 1.96% | 18 |
|