CWA
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 |
|