EWA
EverSource 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 | $3.11M | Buy |
10,187
+986
| +11% | +$301K | 0.14% | 129 |
|
|
2025
Q1 | $2.65M | Sell |
9,201
-581
| -6% | -$167K | 0.15% | 127 |
|
|
2024
Q4 | $2.37M | Buy |
9,782
+1,061
| +12% | +$257K | 0.13% | 131 |
|
|
2024
Q3 | $2.12M | Sell |
8,721
-14
| -0.2% | -$3.4K | 0.13% | 135 |
|
|
2024
Q2 | $1.98M | Buy |
8,735
+1,240
| +17% | +$281K | 0.13% | 134 |
|
|
2024
Q1 | $1.59M | Sell |
7,495
-550
| -7% | -$117K | 0.12% | 137 |
|
|
2023
Q4 | $1.54M | Sell |
8,045
-38,756
| -83% | -$7.41M | 0.14% | 134 |
|
|
2023
Q3 | $8.02M | Buy |
46,801
+1,900
| +4% | +$326K | 0.85% | 24 |
|
|
2023
Q2 | $8M | Buy |
44,901
+3,977
| +10% | +$709K | 0.88% | 22 |
|
|
2023
Q1 | $7.5M | Buy |
40,924
+38,336
| +1,481% | +$7.02M | 0.93% | 22 |
|
|
2022
Q4 | $439K | Buy |
2,588
+1,785
| +222% | +$303K | 0.07% | 216 |
|
|
2022
Q3 | $124K | Sell |
803
-1,870
| -70% | -$289K | 0.03% | 379 |
|
|
2022
Q2 | $450K | Hold |
2,673
| – | – | 0.12% | 163 |
|
|
2022
Q1 | $483K | Sell |
2,673
-31
| -1% | -$5.6K | 0.12% | 155 |
|
|
2021
Q4 | $462K | Buy |
+2,704
| New | +$462K | 0.13% | 124 |
|