AWM
Avondale Wealth Management’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $502K | Sell |
1,647
-80
| -5% | -$24.4K | 0.28% | 38 |
|
|
2025
Q1 | $498K | Sell |
1,727
-375
| -18% | -$108K | 0.31% | 35 |
|
|
2024
Q4 | $509K | Buy |
2,102
+300
| +17% | +$72.6K | 0.33% | 33 |
|
|
2024
Q3 | $438K | Sell |
1,802
-8
| -0.4% | -$1.94K | 0.28% | 31 |
|
|
2024
Q2 | $389K | Sell |
1,810
-764
| -30% | -$164K | 0.27% | 36 |
|
|
2024
Q1 | $530K | Buy |
2,574
+250
| +11% | +$51.4K | 0.37% | 25 |
|
|
2023
Q4 | $444K | Buy |
2,324
+100
| +4% | +$19.1K | 0.36% | 26 |
|
|
2023
Q3 | $381K | Hold |
2,224
| – | – | 0.33% | 31 |
|
|
2023
Q2 | $396K | Hold |
2,224
| – | – | 0.33% | 31 |
|
|
2023
Q1 | $407K | Hold |
2,224
| – | – | 0.35% | 32 |
|
|
2022
Q4 | $377K | Sell |
2,224
-2,450
| -52% | -$416K | 0.33% | 24 |
|
|
2022
Q3 | $723K | Sell |
4,674
-8,250
| -64% | -$1.28M | 0.79% | 15 |
|
|
2022
Q2 | $2.18M | Sell |
12,924
-2,619
| -17% | -$441K | 2.53% | 10 |
|
|
2022
Q1 | $2.81M | Buy |
15,543
+6,099
| +65% | +$1.1M | 3.3% | 7 |
|
|
2021
Q4 | $1.62M | Sell |
9,444
-2,367
| -20% | -$405K | 1.63% | 10 |
|
|
2021
Q3 | $1.94M | Sell |
11,811
-707
| -6% | -$116K | 1.89% | 12 |
|
|
2021
Q2 | $2.07M | Sell |
12,518
-952
| -7% | -$158K | 1.94% | 11 |
|
|
2021
Q1 | $2.16M | Buy |
13,470
+9,252
| +219% | +$1.48M | 2.12% | 11 |
|
|
2020
Q4 | $752K | Buy |
4,218
+3,955
| +1,504% | +$705K | 0.87% | 14 |
|
|
2020
Q3 | $47K | Hold |
263
| – | – | 0.07% | 45 |
|
|
2020
Q2 | $44K | Hold |
263
| – | – | 0.06% | 40 |
|
|
2020
Q1 | $39K | Hold |
263
| – | – | 0.06% | 42 |
|
|
2019
Q4 | $38K | Hold |
263
| – | – | 0.06% | 49 |
|
|
2019
Q3 | $37K | Sell |
263
-1,516
| -85% | -$213K | 0.06% | 49 |
|
|
2019
Q2 | $237K | Hold |
1,779
| – | – | 0.17% | 22 |
|
|
2019
Q1 | $217K | Hold |
1,779
| – | – | 0.17% | 20 |
|
|
2018
Q4 | $216K | Hold |
1,779
| – | – | 0.18% | 20 |
|
|
2018
Q3 | $201K | Hold |
1,779
| – | – | 0.19% | 17 |
|
|
2018
Q2 | $211K | Hold |
1,779
| – | – | 0.18% | 17 |
|
|
2018
Q1 | $223K | Sell |
1,779
-600
| -25% | -$75.2K | 0.18% | 17 |
|
|
2017
Q4 | $294K | Buy |
+2,379
| New | +$294K | 0.26% | 17 |
|