AW
Avion Wealth’s SPDR Gold Trust GLD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $403K | Sell |
1,324
-519
| -28% | -$158K | 0.09% | 60 |
|
2025
Q1 | $446K | Hold |
1,843
| – | – | 0.11% | 55 |
|
2024
Q4 | $446K | Buy |
1,843
+28
| +2% | +$6.78K | 0.11% | 55 |
|
2024
Q3 | $441K | Hold |
1,815
| – | – | 0.12% | 54 |
|
2024
Q2 | $390K | Buy |
1,815
+672
| +59% | +$144K | 0.11% | 53 |
|
2024
Q1 | $236K | Hold |
1,143
| – | – | 0.06% | 69 |
|
2023
Q4 | $219K | Hold |
1,143
| – | – | 0.06% | 71 |
|
2023
Q3 | $195K | Hold |
1,143
| – | – | 0.06% | 69 |
|
2023
Q2 | $203K | Sell |
1,143
-169
| -13% | -$30K | 0.05% | 71 |
|
2023
Q1 | $222K | Hold |
1,312
| – | – | 0.06% | 63 |
|
2022
Q4 | $202K | Hold |
1,312
| – | – | 0.06% | 63 |
|
2022
Q3 | $203K | Sell |
1,312
-150
| -10% | -$23.2K | 0.06% | 63 |
|
2022
Q2 | $246K | Buy |
1,462
+319
| +28% | +$53.7K | 0.08% | 56 |
|
2022
Q1 | $206K | Buy |
1,143
+400
| +54% | +$72.1K | 0.06% | 58 |
|
2021
Q4 | $127K | Hold |
743
| – | – | 0.04% | 72 |
|
2021
Q3 | $122K | Hold |
743
| – | – | 0.04% | 68 |
|
2021
Q2 | $123K | Sell |
743
-357
| -32% | -$59.1K | 0.04% | 67 |
|
2021
Q1 | $176K | Buy |
1,100
+515
| +88% | +$82.4K | 0.06% | 48 |
|
2020
Q4 | $104K | Hold |
585
| – | – | 0.03% | 66 |
|
2020
Q3 | $104K | Hold |
585
| – | – | 0.04% | 59 |
|
2020
Q2 | $98K | Hold |
585
| – | – | 0.03% | 58 |
|
2020
Q1 | $87K | Buy |
+585
| New | +$87K | 0.04% | 58 |
|