Capital Advisors Wealth Management’s SPDR Gold Trust GLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $959K | Sell |
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|
2025
Q2 | $949K | Buy |
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|
2025
Q1 | $559K | Hold |
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|
2024
Q4 | $469K | Buy |
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|
2024
Q3 | $468K | Sell |
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|
2024
Q2 | $448K | Buy |
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|
2024
Q1 | $424K | Sell |
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|
2023
Q4 | $442K | Sell |
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|
2023
Q3 | $420K | Sell |
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|
2023
Q2 | $449K | Buy |
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|
2023
Q1 | $447K | Sell |
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|
2022
Q4 | $420K | Sell |
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|
2022
Q3 | $455K | Sell |
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|
2022
Q2 | $1.07M | Sell |
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|
2022
Q1 | $1.35M | Buy |
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|
2021
Q4 | $957K | Sell |
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|
2021
Q3 | $1.03M | Sell |
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|
2021
Q2 | $3.73M | Sell |
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|
2021
Q1 | $6.15M | Buy |
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