Avaii Wealth Management’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
$468K Hold
1,536
0.21% 62
2025
Q1
$442K Hold
1,536
0.24% 60
2024
Q4
$372K Sell
1,536
-18
-1% -$4.36K 0.18% 74
2024
Q3
$378K Hold
1,554
0.19% 75
2024
Q2
$334K Hold
1,554
0.19% 97
2024
Q1
$320K Sell
1,554
-187
-11% -$38.5K 0.19% 102
2023
Q4
$333K Hold
1,741
0.22% 99
2023
Q3
$298K Hold
1,741
0.23% 96
2023
Q2
$310K Hold
1,741
0.24% 92
2023
Q1
$319K Hold
1,741
0.28% 88
2022
Q4
$295K Hold
1,741
0.26% 90
2022
Q3
$269K Hold
1,741
0.28% 83
2022
Q2
$293K Buy
1,741
+227
+15% +$38.2K 0.31% 71
2022
Q1
$274K Sell
1,514
-100
-6% -$18.1K 0.25% 78
2021
Q4
$276K Buy
+1,614
New +$276K 0.28% 78