AWS
Atria Wealth Solutions’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 |
61,297
-88,202
| -59% | -$26.9M | 0.42% | 44 |
|
2025
Q1 | $43.1M | Buy |
149,499
+1,653
| +1% | +$476K | 0.52% | 30 |
|
2024
Q4 | $35.8M | Sell |
147,846
-47,538
| -24% | -$11.5M | 0.39% | 45 |
|
2024
Q3 | $47.5M | Buy |
195,384
+16,200
| +9% | +$3.94M | 0.51% | 31 |
|
2024
Q2 | $38.5M | Buy |
179,184
+46,146
| +35% | +$9.92M | 0.43% | 39 |
|
2024
Q1 | $27.4M | Sell |
133,038
-2,954
| -2% | -$608K | 0.31% | 60 |
|
2023
Q4 | $26M | Buy |
135,992
+21,041
| +18% | +$4.02M | 0.33% | 58 |
|
2023
Q3 | $19.7M | Sell |
114,951
-48,026
| -29% | -$8.23M | 0.28% | 80 |
|
2023
Q2 | $29.1M | Buy |
162,977
+14,943
| +10% | +$2.66M | 0.4% | 43 |
|
2023
Q1 | $27.1M | Buy |
148,034
+43,068
| +41% | +$7.89M | 0.4% | 44 |
|
2022
Q4 | $17.8M | Sell |
104,966
-1,781
| -2% | -$302K | 0.29% | 83 |
|
2022
Q3 | $16.5M | Sell |
106,747
-9,360
| -8% | -$1.45M | 0.29% | 80 |
|
2022
Q2 | $19.6M | Buy |
116,107
+21,343
| +23% | +$3.6M | 0.37% | 58 |
|
2022
Q1 | $17.1M | Buy |
+94,764
| New | +$17.1M | 0.28% | 75 |
|