BFWA
Benchmark Financial Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $370K | Hold |
1,214
| – | – | 0.12% | 79 |
|
|
2025
Q1 | $350K | Hold |
1,214
| – | – | 0.13% | 74 |
|
|
2024
Q4 | $294K | Sell |
1,214
-40
| -3% | -$9.69K | 0.09% | 79 |
|
|
2024
Q3 | $305K | Sell |
1,254
-115
| -8% | -$28K | 0.1% | 76 |
|
|
2024
Q2 | $294K | Buy |
1,369
+53
| +4% | +$11.4K | 0.11% | 70 |
|
|
2024
Q1 | $271K | Buy |
1,316
+2
| +0.2% | +$411 | 0.1% | 73 |
|
|
2023
Q4 | $251K | Hold |
1,314
| – | – | 0.11% | 66 |
|
|
2023
Q3 | $225K | Hold |
1,314
| – | – | 0.11% | 63 |
|
|
2023
Q2 | $234K | Hold |
1,314
| – | – | 0.11% | 66 |
|
|
2023
Q1 | $241K | Hold |
1,314
| – | – | 0.12% | 60 |
|
|
2022
Q4 | $223K | Buy |
+1,314
| New | +$223K | 0.12% | 65 |
|
|
2022
Q2 | – | Sell |
-1,164
| Closed | -$210K | – | 76 |
|
|
2022
Q1 | $210K | Buy |
+1,164
| New | +$210K | 0.09% | 71 |
|
|
2021
Q1 | – | Sell |
-1,164
| Closed | -$208K | – | 67 |
|
|
2020
Q4 | $208K | Hold |
1,164
| – | – | 0.11% | 64 |
|
|
2020
Q3 | $206K | Buy |
+1,164
| New | +$206K | 0.13% | 57 |
|