CAWM
Capital Advisors 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 | $949K | Buy |
3,114
+1,175
| +61% | +$358K | 0.15% | 76 |
|
|
2025
Q1 | $559K | Hold |
1,939
| – | – | 0.1% | 95 |
|
|
2024
Q4 | $469K | Buy |
1,939
+15
| +0.8% | +$3.63K | 0.08% | 96 |
|
|
2024
Q3 | $468K | Sell |
1,924
-160
| -8% | -$38.9K | 0.09% | 97 |
|
|
2024
Q2 | $448K | Buy |
2,084
+23
| +1% | +$4.95K | 0.09% | 92 |
|
|
2024
Q1 | $424K | Sell |
2,061
-250
| -11% | -$51.4K | 0.09% | 96 |
|
|
2023
Q4 | $442K | Sell |
2,311
-137
| -6% | -$26.2K | 0.1% | 88 |
|
|
2023
Q3 | $420K | Sell |
2,448
-70
| -3% | -$12K | 0.11% | 86 |
|
|
2023
Q2 | $449K | Buy |
2,518
+80
| +3% | +$14.3K | 0.11% | 83 |
|
|
2023
Q1 | $447K | Sell |
2,438
-37
| -1% | -$6.78K | 0.12% | 82 |
|
|
2022
Q4 | $420K | Sell |
2,475
-469
| -16% | -$79.6K | 0.13% | 79 |
|
|
2022
Q3 | $455K | Sell |
2,944
-3,390
| -54% | -$524K | 0.15% | 71 |
|
|
2022
Q2 | $1.07M | Sell |
6,334
-1,129
| -15% | -$190K | 0.35% | 42 |
|
|
2022
Q1 | $1.35M | Buy |
7,463
+1,867
| +33% | +$337K | 0.41% | 42 |
|
|
2021
Q4 | $957K | Sell |
5,596
-705
| -11% | -$121K | 0.29% | 49 |
|
|
2021
Q3 | $1.04M | Sell |
6,301
-16,213
| -72% | -$2.66M | 0.37% | 43 |
|
|
2021
Q2 | $3.73M | Sell |
22,514
-15,915
| -41% | -$2.64M | 1.38% | 23 |
|
|
2021
Q1 | $6.15M | Buy |
+38,429
| New | +$6.15M | 2.65% | 11 |
|