CWS Financial Advisors’s SPDR Gold Trust GLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $769K | Buy |
2,523
+103
| +4% | +$31.4K | 0.22% | 55 |
|
|
2025
Q1 | $697K | Hold |
2,420
| – | – | 0.22% | 56 |
|
|
2024
Q4 | $586K | Buy |
2,420
+100
| +4% | +$24.2K | 0.19% | 55 |
|
|
2024
Q3 | $564K | Buy |
2,320
+400
| +21% | +$97.2K | 0.2% | 57 |
|
|
2024
Q2 | $413K | Sell |
1,920
-9
| -0.5% | -$1.94K | 0.16% | 67 |
|
|
2024
Q1 | $397K | Buy |
1,929
+34
| +2% | +$6.99K | 0.16% | 69 |
|
|
2023
Q4 | $362K | Buy |
+1,895
| New | +$362K | 0.14% | 109 |
|