AWE
Avidian Wealth Enterprises’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.38M | Buy |
7,809
+348
| +5% | +$106K | 0.1% | 105 |
|
|
2025
Q1 | $2.15M | Sell |
7,461
-2,419
| -24% | -$697K | 0.1% | 118 |
|
|
2024
Q4 | $2.39M | Buy |
9,880
+267
| +3% | +$64.6K | 0.11% | 107 |
|
|
2024
Q3 | $2.34M | Buy |
9,613
+25
| +0.3% | +$6.08K | 0.11% | 102 |
|
|
2024
Q2 | $2.06M | Buy |
9,588
+589
| +7% | +$127K | 0.09% | 109 |
|
|
2024
Q1 | $1.85M | Sell |
8,999
-69
| -0.8% | -$14.2K | 0.09% | 115 |
|
|
2023
Q4 | $1.73M | Sell |
9,068
-132
| -1% | -$25.2K | 0.11% | 114 |
|
|
2023
Q3 | $1.58M | Sell |
9,200
-156
| -2% | -$26.7K | 0.11% | 118 |
|
|
2023
Q2 | $1.67M | Sell |
9,356
-1,740
| -16% | -$310K | 0.11% | 126 |
|
|
2023
Q1 | $2.03M | Buy |
11,096
+5,408
| +95% | +$991K | 0.11% | 136 |
|
|
2022
Q4 | $965K | Sell |
5,688
-1,511
| -21% | -$256K | 0.06% | 182 |
|
|
2022
Q3 | $1.11M | Sell |
7,199
-1,160
| -14% | -$179K | 0.08% | 138 |
|
|
2022
Q2 | $1.41M | Sell |
8,359
-16,348
| -66% | -$2.75M | 0.1% | 132 |
|
|
2022
Q1 | $4.46M | Sell |
24,707
-835
| -3% | -$151K | 0.27% | 69 |
|
|
2021
Q4 | $4.37M | Sell |
25,542
-8,166
| -24% | -$1.4M | 0.27% | 70 |
|
|
2021
Q3 | $5.54M | Buy |
33,708
+3,779
| +13% | +$621K | 0.42% | 43 |
|
|
2021
Q2 | $4.96M | Sell |
29,929
-22,074
| -42% | -$3.66M | 0.38% | 44 |
|
|
2021
Q1 | $8.32M | Buy |
52,003
+29,295
| +129% | +$4.69M | 0.71% | 35 |
|
|
2020
Q4 | $4.05M | Buy |
22,708
+4,751
| +26% | +$847K | 0.38% | 45 |
|
|
2020
Q3 | $3.18M | Buy |
17,957
+2,644
| +17% | +$468K | 0.36% | 50 |
|
|
2020
Q2 | $2.56M | Sell |
15,313
-3,938
| -20% | -$659K | 0.35% | 49 |
|
|
2020
Q1 | $2.85M | Buy |
19,251
+708
| +4% | +$105K | 0.46% | 35 |
|
|
2019
Q4 | $2.65M | Buy |
18,543
+50
| +0.3% | +$7.15K | 0.38% | 36 |
|
|
2019
Q3 | $2.57M | Buy |
+18,493
| New | +$2.57M | 0.42% | 31 |
|