CWA
Clearview 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 | $470K | Sell |
1,542
-100
| -6% | -$30.5K | 0.33% | 61 |
|
|
2025
Q1 | $473K | Hold |
1,642
| – | – | 0.35% | 58 |
|
|
2024
Q4 | $398K | Sell |
1,642
-43
| -3% | -$10.4K | 0.3% | 64 |
|
|
2024
Q3 | $410K | Hold |
1,685
| – | – | 0.32% | 60 |
|
|
2024
Q2 | $362K | Sell |
1,685
-2,242
| -57% | -$482K | 0.32% | 63 |
|
|
2024
Q1 | $808K | Sell |
3,927
-9,540
| -71% | -$1.96M | 0.82% | 28 |
|
|
2023
Q4 | $2.57M | Sell |
13,467
-644
| -5% | -$123K | 3% | 3 |
|
|
2023
Q3 | $2.42M | Buy |
14,111
+844
| +6% | +$145K | 3% | 3 |
|
|
2023
Q2 | $2.37M | Sell |
13,267
-229
| -2% | -$40.8K | 2.4% | 5 |
|
|
2023
Q1 | $2.47M | Buy |
13,496
+13,383
| +11,843% | +$2.45M | 2.51% | 5 |
|
|
2022
Q4 | $19.2K | Hold |
113
| – | – | 0.01% | 257 |
|
|
2022
Q3 | $17K | Sell |
113
-416
| -79% | -$62.6K | 0.01% | 275 |
|
|
2022
Q2 | $89K | Sell |
529
-16
| -3% | -$2.69K | 0.07% | 134 |
|
|
2022
Q1 | $98K | Hold |
545
| – | – | 0.06% | 136 |
|
|
2021
Q4 | $93K | Hold |
545
| – | – | 0.06% | 160 |
|
|
2021
Q3 | $89K | Buy |
545
+15
| +3% | +$2.45K | 0.06% | 172 |
|
|
2021
Q2 | $88K | Hold |
530
| – | – | 0.05% | 176 |
|
|
2021
Q1 | $85K | Hold |
530
| – | – | 0.06% | 176 |
|
|
2020
Q4 | $95K | Buy |
+530
| New | +$95K | 0.06% | 144 |
|