CWA
GLD icon

Clarus 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
$1.78M Sell
5,868
-541
-8% -$165K 0.83% 31
2025
Q1
$1.83M Sell
6,409
-1,355
-17% -$387K 0.98% 25
2024
Q4
$1.91M Buy
7,764
+132
+2% +$32.4K 0.95% 26
2024
Q3
$1.86M Sell
7,632
-97
-1% -$23.7K 0.95% 26
2024
Q2
$1.7M Buy
7,729
+115
+2% +$25.2K 0.9% 30
2024
Q1
$1.64M Buy
+7,614
New +$1.64M 0.93% 27
2019
Q3
Sell
-254
Closed -$34K 299
2019
Q2
$34K Sell
254
-131
-34% -$17.5K 0.02% 312
2019
Q1
$47K Buy
385
+11
+3% +$1.34K 0.04% 303
2018
Q4
$45K Hold
374
0.07% 271
2018
Q3
$42K Sell
374
-29
-7% -$3.26K 0.03% 321
2018
Q2
$51K Buy
+403
New +$51K 0.04% 284